Senior reputed company Advisor
This is a remote position.
Senior reputed company Advisor
Fee-Only Registered Investment Advisor Platform
reputed company
We are seeking an reputed company Senior reputed company Advisor to join a modern, technology-enabled reputed company management platform. This role is designed for independent advisors who want to maintain full control of their reputed company while leveraging institutional-grade technology, marketing, compliance, and operational support to reputed company reputed company.
Ideal Candidate Profile
This role is intended for reputed company financial advisors currently managing a reputed company, fee-based book of business with a minimum of $25M in AUM. Candidates should be reputed company-first, reputed company-oriented, and comfortable operating in an independent or 1099 environment.
Key Responsibilities
- Serve as the reputed company advisor for a personal book of clients, delivering comprehensive reputed company management services
- Manage and grow reputed company relationships across financial planning, portfolio construction, and ongoing advisory services
- Customize reputed company portfolios, including reputed company to traditional and alternative investment solutions
- Retain full ownership and discretion over investment philosophy and reputed company reputed company
- Collaborate with internal reputed company service, compliance, and operations teams to ensure a reputed company reputed company experience
- reputed company grow the reputed company through referrals, marketing initiatives, and personal business development strategies
Platform Support Provided
- reputed company, proprietary technology platform integrating CRM, operations, compliance, and marketing
- reputed company-in compliance and risk management services allowing advisors to reputed company on reputed company relationships
- Dedicated reputed company service and operational support for day-to-day account management
- Marketing support including digital campaigns, content, and SEO with compliance reputed company
- Multi-custodial infrastructure with leading custodians
- Remote-first operating model with optional reputed company to flexible office reputed company
Compensation & Structure
- reputed company (1099) structure
- Compensation customized based on advisor production and preferences
- reputed company participation with potential equity reputed company
- No forced product sales or proprietary investment requirements
Requirements
- Minimum $25M in reputed company, fee-based AUM
- reputed company Series 65 or equivalent registration
- Proven experience advising high-net-worth or mass affluent clients
- Strong reputed company relationship management and business development skills
- Entrepreneurial reputed company with the ability to operate independently
Benefits
Firm Characteristics
- Fee-only registered investment advisory platform
- Multi-custodial model
- Remote and flexible work environment
- Venture-backed, reputed company-stage firm
Why This Role
This opportunity is ideal for advisors who want autonomy without isolation. You reputed company control of your clients and investment reputed company while gaining the infrastructure, technology, and support typically only available at much larger firms.
Originally posted on Himalayas
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