About the Role

Are you an experienced financial advisor who wants to break free from rigid corporate structures while keeping total control over your practice? We are partnering with a cutting edge, fee only Registered Investment Advisor platform that lets you run your business your way. You get all the perks of owning your practice paired with institutional grade technology, robust marketing engines, and seamless operational support. Best of all, this is a fully remote role open to candidates worldwide, giving you the ultimate flexibility to work from anywhere.

Overview

This opportunity is built specifically for entrepreneurial advisors who are ready to scale efficiently without losing their autonomy. You will operate in an independent environment where your growth is truly limitless.

Key Responsibilities

Act as the primary point of contact for your personal book of clients, offering deep comprehensive wealth management services.
Drive the growth and retention of client relationships spanning financial planning, portfolio construction, and ongoing advisory work.
Tailor client portfolios to meet unique goals, utilizing both traditional assets and alternative investment solutions.
Maintain complete ownership and full discretion over your personal investment philosophy and client strategy.

Requirements

Must be an active financial advisor currently managing a portable, fee based book of business with at least $25M in assets under management.
A strong commitment to a client first philosophy and a genuine drive for business growth.
Comfortable thriving in an independent or 1099 working environment.

What You'll Gain

Full ownership of your practice and your client relationships.
Access to top tier technology and institutional infrastructure to make your daily operations effortless.
Compliance, marketing, and back office support that frees up your time to focus strictly on clients and growth.