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Remote Senior Wealth Advisor - RIA Firm

Gables Search GroupNew York, NY, US

30+ days ago

Job type

Full-time

Remote

Job description

1 week ago Be among the first 25 applicants

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Founder of a Forbes Top 25 Recruiting Firm | 28 Years Executive Search | We bring Candidates and Companies together | Let me help you Find or Fill a…

Location : Remote – Open to candidates nationwide

Job Type : Full-time | Remote | Wealth Management

Ability to transition $25M+ in client assets within your first year

A nationally expanding Registered Investment Advisory (RIA) firm is actively hiring experienced Wealth Advisors across key markets. This is a remote role with the tools, support, and flexibility to grow your business on your terms.

What You'll Do

Manage and grow client relationships with high-net-worth individuals and families

Provide comprehensive financial planning and investment guidance

Offer expertise in tax, estate, and retirement strategies

Collaborate with a modern team using advanced financial technology

Support client transitions from legacy brokerage or wirehouse firms

What You Bring

Proven success as a Financial Advisor or Wealth Manager

Ability to transition $25M+ in client assets within your first year

Strong client relationship and planning skills

Experience with HNW clients preferred

Cannot be currently employed by Fidelity or Charles Schwab

Why Join This Firm

Fully remote and flexible work environment

National growth strategy with strong leadership backing

Equity opportunities, performance-based bonuses, and top-tier benefits

Unlimited PTO, 401(k), and health coverage

This firm is hiring 30 advisors over the next 12 months. All conversations are confidential. Apply now to explore the opportunity.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Human Resources Services and Financial Services

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Senior Wealth Advisor • New York, NY, US