State Licensed Wealth Advisor
Job Summary
Experienced financial advisors will find a full-time remote opportunity as a State Licensed Wealth Advisor, responsible for transitioning their established client base to an advisor-first platform while maintaining full ownership of client relationships and delivering comprehensive wealth management advice.
Key responsibilities
- Transition existing books of business to a higher-payout platform
- Deliver tailored wealth management advice aligned with clients' needs
- Collaborate with senior advisors and participate in business development initiatives
Required qualifications
- State licensure as a financial advisor
- Established and transferable book of business
- Experience within the LPL Financial and/or Charles Schwab ecosystem
- Strong client retention and relationship management track record
- Motivated by better economics, autonomy, and long-term growth potential
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