Wealth Advisor

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Provide comprehensive services to clients in areas such as planning, investment, and wealth management.

• Develop and enhance client relationships that you have cultivated.

• Focus on long-term, holistic, and advice-driven planning.

• Select the affiliation model that best suits your practice: W-2, 1099, or a custom structure tailored to your situation.

• Leverage centralized investment management, incorporate your own models, or manage portfolios according to your preferences.

• Assess custodian, platform, and technology options based on what truly aligns with your practice needs.

• Focus on asset-based pricing, transparent economics, and minimize ticket-charge distractions.

• Promote your practice with enhanced opportunities for local branding, advisor voice, and unique positioning.

• Facilitate a smoother transition for clients with support designed to minimize disruption.

• Expand your practice without rigid, one-size-fits-all platform regulations.

⛳️ Requirements

• Proven experience as a wealth advisor, financial advisor, or wealth manager.

• Established client relationships or a significant book of business.

• A clean compliance record.

• A planning-oriented, client-centric approach.

• Must be U.S.-based and capable of serving U.S. clients.

• Strong history of client retention.

• A desire to build a sustainable practice rather than merely monetizing a client book through frequent firm changes.

🏝️ Benefits

• A more transparent technology cost structure on the independent path.

• Possible transition support based on the compatibility and structure of your practice.

• W-2 positions come with firm-paid expenses and operational assistance.