Wealth Advisor

Job Description

Wealth Advisor - Build Your Legacy, Empower OthersType : Full-Time

Location : Remote, On-site, or Hybrid (Flexible)

Your Career. Your Clients. Your Way.

Are you an experienced and licensed Wealth Advisor with an established book of business? Are you looking for the freedom to work independently-without sacrificing top-tier support, technology, and collaboration?

If so, we invite you to join a dynamic and growing team that values your expertise, supports your success, and gives you the flexibility to do your best work-from wherever you choose.

What Makes This Role Special?

As a Wealth Advisor, you'll have the opportunity to design personalized financial strategies that truly make an impact. Whether you're helping clients plan for retirement, invest wisely, or build generational wealth, you'll have access to robust tools, an open product platform, and a powerful referral network.

We understand that success in this field starts with trust and continues with results. That's why our model is built to support your growth-while giving you the space to shine on your own terms.

As Wealth Advisor, You Will :

• Provide personalized, strategic financial advice to meet each client's unique goals
• Maintain and grow your existing book of business with full autonomy
• Leverage a broad open-architecture platform to offer tailored investment products
• Utilize cutting-edge CRM and portfolio management tools to maximize efficiency
• Receive back-office, compliance, and marketing support so you can focus on what matters-your clients
• Collaborate with an elite network of other experienced Wealth Advisors

What We're Looking For : from Wealth Advisor

What You'll Gain :

Whether you're seeking to grow your client base, improve work-life balance, or take full control of your professional future, this is your chance to do it with the right team behind you.

Ready to Take the Next Step?

Apply today by sending your resume to t.washington@ivywayplacements.com or apply directly here.

Be the Wealth Advisor your clients rely on-for life.