Wealth Management Advisor

Overview

A Wealth Design Advisor role is available with a fully remote, United States-based team. This position focuses on helping high earners build personalized wealth strategies designed to increase financial independence and flexibility—making work optional rather than planning only for retirement at a specific age.

Within the first 16 months, the role includes a clear path toward increased responsibility and growth into a senior advisor role.

Responsibilities

• Build genuine relationships with prospective clients and develop personalized financial plans using both traditional and alternative strategies.
• Present financial plans with confidence, clearly communicating recommendations and converting prospective clients into new relationships.
• Own the client onboarding experience from the initial meeting through full implementation.
• Serve as a primary point of contact, providing timely, proactive communication throughout the client journey.
• Assess each client’s income, expenses, insurance coverage, financial goals, tax considerations, and risk tolerance to develop the right strategy.
• Partner closely with Senior Advisors to prepare financial plans, portfolio recommendations, performance reports, and other client materials.
• Manage client portfolios, meeting preparation, CRM records, and electronic client files with a high level of accuracy and organization.
• Identify opportunities for growth by building strong relationships and generating referrals from existing clients.
• Represent core values in every client interaction: Authenticity, Integrity, Innovation, Excellence, and Community.

Qualifications

• Active Series 65 and Life & Health Insurance licenses required.
• 2–5 years of experience in financial planning, wealth management, or a client-facing advisory role.
• Experience with lines of credit and alternative investment strategies; exposure to real estate investing is a strong asset.
• Strong analytical skills and attention to detail.
• Comfortable leading thoughtful, consultative client conversations without relying on a script.
• Skilled at building trusted relationships and understanding each client’s goals, priorities, and financial picture.
• Proactive and dependable, with a strong sense of ownership and follow-through.
• Comfortable working independently, managing priorities, and determining next steps.
• Able to think beyond traditional financial planning approaches and develop strategies tailored to each client’s needs.

Preferred Qualifications

• Confidence without arrogance.
• Naturally curious and highly coachable.
• Ability to teach and make complicated financial ideas clear and actionable.
• Comfort respectfully challenging a client when their actions are not aligned with established goals.
• Strong and consistent communication.
• Interest in participating in public-facing opportunities such as conferences and podcasts.
• Belief that financial planning can do more than prepare someone to retire.

Compensation & Benefits

Base salary: $120,000 to $150,000 base salary + bonus

• Opportunity to earn a 50% performance bonus based on achieving individual onboarding and revenue goals (starting base compensation approximately $120,000).
• Comprehensive health and dental benefits
• Generous paid time off and company holidays
• Employer-supported retirement savings
• Fully remote work environment
• Professional development and ongoing learning opportunities
• Support for additional training and industry designations
• Opportunities for industry exposure, including events and speaking engagements
• Periodic in-person team gatherings

Location

Fully Remote, United States

Hiring Process

Steps may vary slightly depending on the position.

• Video interview with recruitment team
• Video interview with leadership
• Video interview with additional team members
• Final interview & hiring decision

AI note: AI tools may be used in the recruitment process, including developing job postings and note-taking during interviews. AI is not used to screen, assess, or select candidates. All resumes are reviewed by a human, and all hiring decisions are made by humans. Any AI-generated output used during the recruitment process is reviewed by a human before action is taken.