JOBSEARCHER

Financial Advisor (100% Remote)

We represent a fast-growing, boutique Registered Investment Advisor RIA), that is purposely built for advisors that wish to have a $1 million+ advisory practice and take off 100 days per year. Their business model is fee-only, providing Virtual Family Office services to successful, busy professionals and their families. Working 100% remote, you don't have to trade financial success to live the life you want.Key Benefits:Full equity ownership of your business with no restrictive covenants on your clients.Compensation is 50% <$500k and 75% >$500k of annual revenue.No administrative burden. Full support for your practice that includes support staff, back office, marketing, compliance, licensing and registration, plus a dedicated transition team.No prospecting!! Our firm utilizes a robust content marketing strategy that will put 4-6 qualified appointments on your calendar each month.State-of-the-art technology platform including RightCapital, Wealthbox, Holistiplan, Black Diamond, Nitrogen and more.Exceptional client value proposition including integrated tax and personal legal services for your clients.Multi-custodial platform - Schwab & Fidelity.Ability to work remotely from virtually anywhere.Commitment to your Success - Mentoring and coaching to get to the $1 Million producer level.Advisor Qualifications:You are an experienced advisor with greater than $30 million in portable advisory AUM or $300,000 in T12 / GDC.Have an active FINRA Series 65 or 66 license.Certified Financial Planner (CFP®) designation (preferred).Desire to work in an fee-only advisory environment (residual brokerage can be accommodated).Enjoy working in a collaborative, collegial environment.Demonstrate the highest ethical and professional behavior, adhering to industry regulations and compliance standards.Company Benefits:100% company-paid health, dental and vision insurance100% company-paid ST/LT disability401(k) with 4% match and immediate vestingUnlimited PTOEnjoy an "Ultra" lifestyle practice with complete flexibility, no sales targets, and the freedom to enjoy your lifeW-2 and 1099 options / affiliations are availableWe are an EQUAL OPPORTUNITY EMPLOYER.Apply today and we look forward to learning more about you.