Lead Advisor

Base salary: $80,000 - $100,000 plus a 20% annual performance bonus. Fully remote with full benefits.

About the role

This is a remote Lead Advisor position at one of the fastest-growing firms in a major national wealth management network. The firm is nationally recognized, high-performing, and built around a culture of excellence and growth. You'll inherit a set of client relationships to manage from day one while building your own pipeline in parallel. The firm works heavily with technology professionals and stock compensation.

Why this role is remarkable

• A real book from day one — you take over a set of client relationships that will fill roughly half your week, so you're producing immediately rather than starting cold.
• Upside is real — base goes to $100K+ for the right candidate, commission on top, and the firm is growing fast enough that your ceiling moves with it.
• A nationally recognized platform — regular media appearances, a high-performance culture, and a team that takes professional development seriously.

Requirements

• Series 7 required on day one. CFP is a strong plus and will be rewarded in compensation.
• 3 to 7 years of wealth management experience — you understand the work and can operate independently.
• A self-starter who can fill half their own calendar through prospecting. You'll have a client base to manage; the expectation is you're also building alongside it.
• Community-rooted and relationship-driven — ideally you're already plugged into a network you can prospect within. A portable book is a plus but not required.
• Stock compensation fluency — the firm's client base skews heavily toward tech professionals with complex equity situations. Candidates who already understand RSUs, ESPPs, and NQSOs will ramp faster.
• Exceptional time management, a growth mindset, and someone who genuinely wants to build — not someone looking for an exit ramp in two years.

Benefits

• Full benefits
• Exceptional culture

Pay

$80,000 - $100,000 base salary plus a 20% annual performance bonus.