Club Level Consulting - Financial Advisor Recruiters and M&A Consultants · 23 hours ago
Wealth Management Advisor (Remote)
United States
Full-time
Remote
Senior Level
$125K/yr - $1,500K/yrClub Level Consulting is a fast-growing boutique Registered Investment Advisor that focuses on providing Virtual Family Office services to busy professionals and their families. They are seeking a Wealth Management Advisor who will work remotely and manage a $1 million+ advisory practice with full equity ownership and no administrative burdens.
Financial Services
Hiring Manager
Maria Kutscher, CFP®, CFA®, CPWA, CEPA
Responsibilities
Full equity ownership of your business with no restrictive covenants on your clients
Compensation is 50% <$500k and 75% >$500k of annual revenue
No administrative burden. Full support for your practice that includes support staff, back office, marketing, compliance, licensing and registration, plus a dedicated transition team
No prospecting!! Our firm utilizes a robust content marketing strategy that will put 4-6 qualified appointments on your calendar each month
State-of-the-art technology platform including RightCapital, Wealthbox, Holistiplan, Black Diamond, Nitrogen and more
Exceptional client value proposition including integrated tax and personal legal services for your clients
Multi-custodial platform - Schwab & Fidelity
Ability to work remotely from virtually anywhere
Commitment to your Success - Mentoring and coaching to get to the $1 Million producer level
Qualification
Required
You are an experienced advisor with greater than $30 million in portable advisory AUM or $300,000 in T12 / GDC
Have an active FINRA Series 65 or 66 license
Desire to work in a fee-only advisory environment (residual brokerage can be accommodated)
Enjoy working in a collaborative, collegial environment
Demonstrate the highest ethical and professional behavior, adhering to industry regulations and compliance standards
Preferred
Certified Financial Planner (CFP®) designation
Benefits
100% company-paid health, dental and vision insurance
100% company-paid ST/LT disability
401(k) with 4% match and immediate vesting
Unlimited PTO
Company
Club Level Consulting - Financial Advisor Recruiters and M&A Consultants
Choosing the right firm is one of the most important decisions you'll face in your career, but for many advisors, this can feel like uncharted territory.
Founded in 2024
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase