Empowering People and Property Management companies with future proof staffing solutions.
Wealth Advisor
Location
North Carolina
Posted
2 days ago
Salary
$215K - $400K / year
Seniority
Senior
Job Description
Wealth Advisor
Urrly
• Serve clients across planning, investment, and wealth management needs • Bring and grow client relationships you have earned • Build around long-term, holistic, planning-led advice • Choose the affiliation model that fits your practice: W-2, 1099, or something thoughtfully structured around the situation • Use centralized investment management, integrate your own models, or manage portfolios your way • Evaluate custodian, platform, and technology options based on what actually fits your practice • Build around asset-based pricing, clear economics, and fewer ticket-charge distractions • Market your practice with more room for local identity, advisor voice, and differentiated positioning • Move clients through a cleaner transition process with support designed to reduce disruption • Grow without one-size-fits-all platform rules
Job Requirements
- Current wealth advisor, financial advisor, or wealth manager experience
- Established client relationships or book of business
- Clean compliance record
- Planning-led, client-first approach
- U.S.-based and able to serve U.S. clients
- Strong client retention history
- Interest in building a durable practice, not simply monetizing a book through firm-hopping.
Benefits
- Clearer technology cost structure on the independent path
- Potential transition support depending on practice fit and structure
- W-2 includes firm-paid expenses and operational support
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