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Financial Advisor
Job Description
Financial Advisor (Independent Wealth Advisor / RIA)
Location: Remote (United States)
Employment Type: Direct Hire | Full-Time
Position Overview
Wheeler Staffing Partners is seeking an experienced Financial Advisor for a fully remote opportunity with a growing Registered Investment Advisor (RIA). This role is ideal for entrepreneurial advisors with an existing, transferable book of business who are passionate about helping clients achieve their financial goals while leveraging a modern technology platform, dedicated operational support, and marketing resources.
The ideal candidate has a proven track record of building long-term client relationships, growing assets under management, and delivering comprehensive wealth management solutions.
Key Responsibilities
- Manage and grow an existing, transferable book of business.
- Develop new client relationships through networking, referrals, and business development.
- Provide comprehensive financial planning and wealth management services.
- Advise clients on investment management, retirement planning, estate planning, tax strategies, risk management, and asset allocation.
- Prepare and implement customized financial plans and investment strategies.
- Monitor portfolio performance and recommend adjustments as client needs evolve.
- Utilize CRM, financial planning software, and digital tools to enhance client engagement.
- Collaborate with operations and client service teams to deliver an exceptional client experience.
- Provide feedback on advisor tools, technology, and platform enhancements.
- Mentor and network with other experienced financial advisors as needed.
Required Qualifications
- Currently employed as a Financial Advisor, Wealth Advisor, Investment Advisor Representative (IAR), or similar role.
- Active Series 65 license (or equivalent registration).
- Clean U4/BrokerCheck record.
- Existing, transferable book of business.
- Minimum 7+ years of investment advisory or wealth management experience.
- Proven success acquiring and retaining high-value client relationships.
- Strong knowledge of investment management, retirement planning, estate planning, tax planning, portfolio construction, asset allocation, and risk management.
Preferred Qualifications
- CFP® (Certified Financial Planner)
- CFA® (Chartered Financial Analyst)
- Additional securities or insurance licenses
Preferred Skills
- Wealth Management
- Financial Planning
- Investment Advisory
- Portfolio Management
- Business Development
- Client Relationship Management
- Retirement Planning
- Estate Planning
- Tax-Efficient Investing
- Asset Allocation
- CRM & Financial Planning Software
- Excellent communication and organizational skills
- Entrepreneurial mindset
Ideal Background
Experience within one or more of the following environments:
- Registered Investment Advisor (RIA)
- Independent Wealth Management Firm
- Private Wealth Management
- Family Office
- Investment Advisory Firm
- Broker-Dealer
- Financial Planning Firm
What Our Client Offers
- Competitive compensation structure
- Equity participation opportunities
- Dedicated operations and client service support
- Professional marketing resources
- Modern technology platform
- White-glove transition support for transferring an existing book of business
- Flexibility to maintain and grow your personal brand
- Fully remote work environment
- Opportunity to help shape advisor technology and platform capabilities
Why Work with Wheeler Staffing Partners?
Wheeler Staffing Partners partners with leading organizations to connect experienced professionals with rewarding career opportunities. We provide responsive support throughout the hiring process while matching talented professionals with organizations where they can make an immediate impact and continue growing their careers.
Job Requirements
Meet Your Recruiter
Josh Graham
Director of Recruiting
Josh Graham is the Director of Recruiting and Operations for Wheeler Staffing Partners. Josh leads and develops Wheeler’s talent acquisition strategies and delivery programs, including workforce/capacity planning, talent attraction, selection practices, and measurement. Additionally, he is responsible for the process, quality, training, metrics & reporting, full life-cycle recruiting, direct sourcing, and candidate pipelining across many verticals (ie. Information Technology, Finance, Accounting, Mortgage, Healthcare, and Engineering).
Josh holds over 14 years of Talent Acquisition experience and has been with WSP for 6 years; he joined Wheeler because he wanted to have the opportunity to grow and work alongside his mentor, Tim. He has fifteen years of recruiting experience and where he has had the opportunity to expand relationships with clients and candidates. He enjoys leading teams of recruiters responsible for life cycle recruiting through consistent communication. Josh constantly strives to improve recruiting efforts, networking and stretches himself and the team into areas offering significant professional growth; he describes his time at Wheeler as very rewarding and family-oriented.
Prior to starting his recruiting career, he was in the Army for 11 years and served 2 tours in Iraq. Josh enjoys going hiking and to gun ranges as his favorite hobbies, and occasionally will do woodworking projects. He is originally from New Braunfels, TX, and currently resides in the DFW area with his wife and twins.