Senior Wealth Advisor
ATALNT LLCUnited States only
Apply now
Opens the original posting on Himalayas.
Apply nowSource: HimalayasApply on the original site
Companies in this catalog do not charge applicants. Never send money to apply.
This is a remote position.
Senior Wealth Advisor
Fee-Only Registered Investment Advisor Platform
Overview We 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 Profile This 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.