Job Description
We are currently seeking a talented and entrepreneurial Producer/Wealth Advisor to join a leading Registered Investment Advisor (RIA) firm. This is a fully remote position that offers the opportunity to work with high-net-worth clients while enjoying the flexibility of remote work.
About Us:
We are a dedicated Registered Investment Advisor committed to supporting wealth advisors with the resources and infrastructure they need to grow their businesses. Our holistic approach eliminates obstacles and streamlines processes, so advisors can focus on what truly matters—building meaningful relationships with their clients.
As a firm, we specialize in Private Wealth Management, Alternative Asset Management, and Outsourced Chief Investment Officer solutions, offering comprehensive services to individuals, families, institutions.
Position Overview:
We are looking for experienced and entrepreneurial private wealth advisors with a passion for servicing high-net-worth clients. We currently have opportunities in Florida, Georgia, Texas, and California. Our firm offers a fully-integrated service model with shared infrastructure, comprehensive solutions, and a strong emphasis on practice management, investment strategies, and thought leadership. Advisors will have access to alternative investments and sophisticated planning strategies, backed by in-house specialists, ensuring clients receive holistic financial support.
Key Responsibilities:
Manage and grow business relationships with existing clients, providing exceptional service and personalized strategies.
Develop and implement customized wealth management plans tailored to each client's unique financial goals and needs.
Actively pursue new clients through networking, referrals, and outreach efforts, contributing to business expansion.
Foster relationships with prospective clients to increase conversion rates and drive new business growth.
Qualifications:
Transferable book of business with a minimum of $25 million in assets under management (AUM).
Entrepreneurial mindset with a proactive approach to business development and client acquisition.
Proven success in building and managing a profitable book of business, with strong client retention and revenue growth.
Strong ethical standards, compliance with industry regulations, and commitment to best practices.
Highly professional work ethic and excellent communication skills.
Benefits:
Highly competitive compensation structure.
100% company-covered dental, health, and vision insurance.
Company 401(k) plan.
If you are an experienced and driven wealth advisor looking for a supportive and innovative environment to take your business to the next level, we encourage you to apply. Join our dynamic team and enjoy the freedom and resources to build lasting relationships and deliver comprehensive financial solutions to your clients.
Employment Type: Full-Time
Salary: $ 20.00 25.00 Per Hour
Job Tags
Hourly pay, Full time, Remote work,