Principal Wealth Manager (Remote)

Harrison Gray Search has partnered with a premier, venture-backed wealth management platform dedicated to modernizing the delivery of financial advice. Their mission is to empower experienced advisors to build their dream practices by removing the administrative and "back-office" burdens that typically hinder growth. By integrating proprietary AI-powered tools and automated workflows, they allow you to focus on the core of your business: your clients. The OpportunityAs a Financial Advisor on our client's platform, you will operate your own client-first business with maximum autonomy, supported by a sophisticated infrastructure built specifically for the modern era. The firm has replaced clunky planning tools and tedious paperwork with a seamless digital ecosystem designed to help you scale faster than traditional RIAs allow.What You Will Do:Build Your Legacy: Grow and lead your own firm, fully powered by our client's institutional-grade platform and resources.Leverage Modern Growth Tools: Scale your book of business using AI-driven prospecting, automated marketing, and lead-generation support.Provide Holistic Advice: Act as a lead advisor across investment strategy, tax planning, retirement, estate planning, equity compensation, and risk management.Simplify Complexity: Utilize advanced planning software to present comprehensive, intuitive financial roadmaps to high-net-worth clients.Influence the Future: Serve as a strategic partner to their internal Product and Engineering teams, where your direct feedback shapes the evolution of the technology.Network Leadership: Help vet and inspire other elite advisors to join this high-growth team.What You Bring: Current Practice: You are currently operating as a financial advisor.Licensing: Active Series 65 (or equivalent) with a clean U4.Existing Book: A proven, transferable book of business.Track Record: Demonstrated success in client acquisition, relationship management, and long-term retention.Credentials: CFA or CFP certification is strongly preferred. What Sets You Apart:Entrepreneurial Mindset: You want to grow a significant practice without the overhead of a traditional wirehouse or independent setup.Experience: 10+ years of professional investment advisory experience.Communicator: You translate complex financial concepts with empathy, clarity, and executive-level confidence.Tech-Forward: You are energized by the idea of using automation to spend more time with clients and zero time on administrative "busy work." Why Partner With Our Client?Our client is not a traditional firm; they are a technology company redefining wealth management.Proven Scale: The firm has raised over $100M from the world's most prestigious Tier-1 venture capital firms.Rapid Growth: They have surpassed $5 billion in Assets Under Management (AUM)Elite Pedigree: Their leadership and engineering teams hail from iconic fintech and Big Tech firms, as well as the nation's largest RIAs.White-Glove Transition: They provide a fully supported, turnkey transition process for your existing clients to ensure a seamless move. Compensation & Benefits:Total Rewards: Industry-leading compensation structure with a range of $200k - $1MM+ (including equity).Equity: Direct ownership in a fast-growing, venture-backed category leader.Support: Dedicated marketing and operations teams to service your clients and accelerate your growth.Flexibility: Remote and hybrid work options; you maintain the ability to keep your own brand name.Comprehensive Benefits: Unlimited PTO, holistic medical/dental/vision, 401(k), and access to premium mental health and wellness concierge services.