Senior Wealth Advisor

This is a remote position.Senior Wealth AdvisorFee-Only Registered Investment Advisor PlatformOverviewWe are seeking an experienced Senior Wealth Advisor to join a modern, technology-enabled wealth management platform. This role is designed for independent advisors who want to maintain full control of their practice while leveraging institutional-grade technology, marketing, compliance, and operational support to scale efficiently.Ideal Candidate ProfileThis role is intended for active financial advisors currently managing a portable, fee-based book of business with a minimum of $25M in AUM. Candidates should be client-first, growth-oriented, and comfortable operating in an independent or 1099 environment.Key ResponsibilitiesServe as the primary advisor for a personal book of clients, delivering comprehensive wealth management servicesManage and grow client relationships across financial planning, portfolio construction, and ongoing advisory servicesCustomize client portfolios, including access to traditional and alternative investment solutionsRetain full ownership and discretion over investment philosophy and client strategyCollaborate with internal client service, compliance, and operations teams to ensure a seamless client experienceActively grow the practice through referrals, marketing initiatives, and personal business development strategiesPlatform Support ProvidedUnified, proprietary technology platform integrating CRM, operations, compliance, and marketingBuilt-in compliance and risk management services allowing advisors to focus on client relationshipsDedicated client service and operational support for day-to-day account managementMarketing support including digital campaigns, content, and SEO with compliance oversightMulti-custodial infrastructure with leading custodiansRemote-first operating model with optional access to flexible office spaceCompensation & StructureIndependent contractor (1099) structureCompensation customized based on advisor production and preferencesRevenue participation with potential equity upsideNo forced product sales or proprietary investment requirements RequirementsMinimum $25M in portable, fee-based AUMActive Series 65 or equivalent registrationProven experience advising high-net-worth or mass affluent clientsStrong client relationship management and business development skillsEntrepreneurial mindset with the ability to operate independently BenefitsFirm CharacteristicsFee-only registered investment advisory platformMulti-custodial modelRemote and flexible work environmentVenture-backed, growth-stage firmWhy This RoleThis opportunity is ideal for advisors who want autonomy without isolation. You keep control of your clients and investment decisions while gaining the infrastructure, technology, and support typically only available at much larger firms. Originally posted on Himalayas