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Wealth Advisor Company: HireNow Staffing HireNow Staffing is actively recruiting a seasoned, highly skilled Wealth Advisor to join one of our valued client partners. We are seeking an accomplished financial advisory professional with a demonstrated history of serving high-net-worth individuals, managing significant assets under management, and delivering sophisticated wealth management strategies. This opportunity is designed for entrepreneurial advisors who desire greater autonomy, scalable growth opportunities, advanced technology resources, and the ability to build deeper relationships with affluent clients. The successful candidate will possess a strong portable book of business, advanced financial planning expertise, and the ability to provide comprehensive wealth management solutions across multiple financial disciplines. Job Description The Wealth Advisor will serve as a trusted advisor to high-net-worth individuals and families while managing investment portfolios, developing financial strategies, and supporting long-term wealth preservation and growth objectives. Key responsibilities include: Building and maintaining long-term relationships with high-net-worth clients and families. Conducting comprehensive financial reviews and developing customized wealth management strategies. Advising clients on investment management, retirement planning, tax-efficient strategies, estate planning considerations, risk management, charitable giving, and wealth transfer objectives. Designing, implementing, and monitoring customized investment portfolios and asset allocation strategies. Identifying planning opportunities and proactively addressing client financial needs. Growing and transitioning an existing portable book of business. Supporting business development initiatives and referral opportunities. Collaborating with tax, trust, estate planning, and insurance professionals. Utilizing financial planning technology and wealth management platforms to enhance the client experience. Providing mentorship and support to advisors joining the platform. Offering strategic feedback to support continuous improvement of advisor and client technology solutions. Maintaining compliance with all regulatory, fiduciary, and industry requirements. HireNow Package Work Location Remote (United States) Full-Time U.S.-Based Candidates Only Compensation $200,000 - $1,000,000+ annually Performance-Based Earnings Revenue Sharing Opportunities Growth-Based Compensation Structure Benefits Remote-First Work Environment Flexible Schedule Dedicated Client Service Support Integrated Technology Platform Marketing Support Resources Compliance & Operational Support Multi-Custodian Platform Access Long-Term Growth Opportunities Entrepreneurial Independence HireNow Checklist HireNow Staffing is recruiting experienced Wealth Advisors who possess deep financial planning expertise, strong client relationship management skills, and a proven ability to serve affluent clients while managing significant assets under management. Required Qualifications Minimum of five (5) years of investment advisory or wealth management experience. Active portable book of business. Minimum portable assets under management (AUM) of $15 million. Active Series 65 License or Series 7 and Series 66 combination (or equivalent). Demonstrated experience advising high-net-worth clients. Strong understanding of investment management and portfolio construction. Experience developing comprehensive financial planning strategies. Strong business development and relationship management capabilities. Excellent communication, presentation, and client service skills. Ability to operate effectively in a fast-paced, technology-driven environment. Authorized to work in the United States without sponsorship. No current or future visa sponsorship requirements. Preferred Qualifications Experience advising clients with $1 million or more in investable assets. Deep expertise in one or more specialized planning disciplines. Experience utilizing financial planning and wealth management software. Fintech or technology-enabled advisory platform experience. Advanced knowledge of tax planning, estate planning, retirement planning, insurance planning, charitable planning, or business succession planning. Bachelor's or master's degree in finance, Economics, Business, Accounting, Engineering, Mathematics, or a related analytical discipline. CFP®, CFA®, CPA, ChFC®, CIMA®, or similar professional designation. Experience mentoring advisors or supporting advisor development initiatives. Demonstrated employment stability and long-term client relationship success. HireNow Standout Candidates The strongest candidates will possess a significant portable book of business, a proven history of managing affluent client relationships, and extensive expertise across multiple areas of financial planning. Advisors with $50M+ in portable assets, advanced planning credentials, strong referral networks, and a history of sustained client retention and asset growth will receive priority consideration. HireNow Disqualifiers Candidates with frequent job changes, excessive employment gaps, or unstable work histories will not be accepted or interviewed. No active portable book of business. Less than $15 million in portable assets under management. Less than five years of wealth management or advisory experience. No active licensing requirements listed above. No experience serving high-net-worth clients. Primarily banking, insurance-only, or retail sales experience without advisory responsibilities. Lack of investment management or financial planning experience. Requiring visa sponsorship now or in the future. Failure to meet the required qualifications listed above. HireNow Staffing Disclaimer HireNow Staffing is acting as a direct placement partner for this Wealth Advisor opportunity. Qualified candidates selected through our recruiting process will be presented directly to our client partner for consideration. All candidate information is handled confidentially and evaluated against defined requirements. This job description outlines the general scope of responsibilities and qualifications. Duties may evolve based on client needs and business growth. Only candidates meeting the core qualifications will be considered for interview. https://www.careers-page.com/hirenow-staffing-inc/job/8X7VWW33