Job Description
This is a remote position. Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform Overview We are seeking an experienced Senior Wealth Advisor to join a modern, technology-enabled wealth management platform. This role is designed for independent advisors who want to maintain full control of their practice while leveraging institutional-grade technology, marketing, compliance, and operational support to scale efficiently. Ideal Candidate Profile This role is intended for active financial advisors currently managing a portable, fee-based book of business with a minimum of $25M in AUM. Candidates should be client-first, growth-oriented, and comfortable operating in an independent or 1099 environment. Key Responsibilities Serve as the primary advisor for a personal book of clients, delivering comprehensive wealth management services Manage and grow client relationships across financial planning, portfolio construction, and ongoing advisory services Customize client portfolio...