Senior Wealth Management Advisor - RIA JN

Job posted 1 week ago. Be among the first 25 applicants.

Run Your Own RIA with Turn-Key Support!

Our client is an award-winning, non-custodial RIA support platform recognized as one of the top RIAs in the country and celebrated as one of the best places to work in the financial services industry. With a proven track record of empowering advisors, our platform offers a fast-paced and innovative environment designed to support your success. Our Net Promoter Score (NPS) of 85 for advisors, far above the industry average of 44, is a testament to the value we provide in helping advisors grow and thrive with best-in-class tools and services.

Location:

Hiring anywhere in the U.S. Work from anywhere!

• Advisors with a book of business between $50M-$300M AUM who want to open their own brokerage or existing RIAs who need operational support and want to grow their business.
• 5-10+ years of experience in a financial servicing role.
• CFP preferred, Series 7, 66, or 63, and 65 licenses required.

• Turn‑key Operations:
  From compliance and tech to internal marketing and business development coaching, we offer everything you need to run your own business successfully.
• Business Development Support:
  Personalized coaching and strategic guidance to grow and scale your business effectively.
• Dedicated Marketing Support:
  This includes a marketing stipend to help you with anything from seminars to digital advertising to get started.
• Tech Stack & Platforms:
  Includes Salesforce, Money, Orion, Fidelity, and Schwab.
• Compliance Support:
  We’ve got your back on regulatory matters.

• 100% payout
• Sign‑on Bonus

$175,000 - $250,000

• Expertise in wealth management, investment management, and financial planning.
• Demonstrated ability to generate revenue.

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Industries:
  Staffing and Recruiting

We are committed to diversity & inclusion. We do not discriminate based on protected classes. We evaluate the knowledge, skills, and abilities that meet the requirements of the position. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table.

To Apply for this Job

JOB : 147207