Advisor

Advisor Job Title: Wealth Management Advisor / Financial Advisor Location: 100% Remote (Anywhere in the US) Target Book Size: $25 Million+ in transferable Assets Under Management (AUM) Firm Growth Track: Rapidly growing wealth management firm Core Selling Point: Full back-office and operational service support provided About Us We are a high-growth, rapidly expanding wealth management firm operating on a national scale. Our mission is to empower advisors to focus entirely on what they do best: building client relationships and managing wealth. To support your success, our dedicated internal teams handle all operational, administrative, compliance, and back-office responsibilities, allowing you to maximize your client engagement without the administrative burden. Position Summary We are seeking an experienced Wealth Management Advisor who runs or owns an established, transferable book of business of $25 million or more in assets under management. This fully remote role is designed for entrepreneurial advisors who want to scale their practice on a rapid growth track. You maintain the autonomy of your client relationships while leveraging our elite, full-service infrastructure to streamline your daily operations. Key Responsibilities Manage, maintain, and scale your existing, transferable book of business under our high-growth wealth management platform. Provide comprehensive financial planning, asset allocation strategies, and holistic wealth management solutions to high-net-worth clients. Drive business development and organic pipeline growth by acquiring new client relationships across the United States. Collaborate with our dedicated internal operations team to seamlessly offload your client billing, reporting, and administrative tasks. Maintain high-touch communication and build long-term loyalty with your portable client base. Qualifications Proven track record running or owning a transferable book of business with at least $25 million in assets under management (AUM). Significant professional experience delivering customized investment and wealth advisory services to clients. Relevant industry credentials and active licensing required to manage fee-based or commission-based assets. Exceptional relationship-building skills with a strong reputation for integrity and client service. Ability to work effectively and autonomously in a fully remote environment anywhere across the country. For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/06/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements. Salary $100000 - $1000000 USD per year