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Remote Senior Wealth Advisor - RIA Firm

Remote Senior Wealth Advisor - RIA Firm

Gables Search GroupMiami, FL, United States
22 hours ago
Job type
  • Full-time
  • Remote
Job description

Remote Senior Wealth Advisor - RIA Firm

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.

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    Senior Wealth Advisor • Miami, FL, United States

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