Overview
This role is a fully remote Lead Advisor position with full benefits. The organization is seeking a candidate who can start managing an existing set of client relationships immediately while also building a pipeline through prospecting.
Compensation: $80,000 - $100,00 base + 20% annual performance bonus
Responsibilities
- Inherit and manage an established set of client relationships from day one (expected to fill roughly half the week).
- Build and maintain a prospecting pipeline alongside the ongoing client book.
- Provide wealth management guidance to clients, including those with complex equity compensation situations.
- Serve a client base heavily represented by technology professionals with stock compensation needs.
- Operate independently and manage time effectively to balance client service and business development.
Requirements
- Series 7 required on day one.
- 3–7 years of wealth management experience.
- Active prospecting ability, with the expectation to fill roughly half of the calendar through prospecting.
- Strong understanding of stock compensation fundamentals, or the ability to ramp quickly.
Preferred Qualifications
- CFP (strong plus; will be rewarded in compensation).
- Stock compensation fluency, including RSUs, ESPPs, and NQSOs.
- Community-rooted, relationship-driven approach; ideally already connected to a network for prospecting.
- Portable book of business (a plus, but not required).
Compensation & Benefits
- Base salary: $80,000 - $100,00
- Annual performance bonus: 20%
- Full benefits
Location
Fully remote