Financial Advisor (RIA) – Remote, New York City
Published on CazVidat Employer
Explore a remote Financial Advisor opportunity in New York City for RIAs, with wealth management SaaS tools, marketing, compliance, and operations support.
Salary
Not provided
Location
United States
Employment type
Full time
Workplace
Remote
Financial Advisor (RIA) – Remote, New York City
United States
Job description
Join a wealth management technology company seeking experienced Registered Investment Advisors (RIAs) to transition their book of business to a platform built for independent financial advisors. This remote financial advisor opportunity combines proprietary SaaS tools with operational and marketing support.
About the opportunity
The platform brings together back-office and compliance tools, in-house marketing outreach, and operations support to help advisors manage client relationships and grow their practices. Its onboarding process is designed to take minutes rather than weeks.
What you can expect
- Increased earning potential: Equity options and payouts are available.
- Advisor-focused technology: Use proprietary, all-in-one wealth management software.
- Practice growth support: Access lead-generation and marketing tools while managing clients.
- Operational resources: Get back-office, compliance, and operations support.
- Independence: Maintain autonomy in managing your practice and client relationships.
- Remote flexibility: Work remotely, with a lease takeover option noted in the opportunity details.
Who this opportunity is for
This opportunity is intended for Registered Investment Advisors interested in moving an existing book of business to a technology-enabled wealth management platform. Compensation details are not specified in the posting.
Location and work arrangement
New York City, New York, United States. Remote work is available.
Frequently asked questions
Is this job remote or on-site?
This role offers flexibility to work remotely or from the New York City location.
What kind of technology support will I have as a Financial Advisor here?
You will use a proprietary all-in-one platform that reduces onboarding time from weeks to minutes and integrates back-office, compliance, marketing outreach, and operational support.
Will I have autonomy in managing my book of business?
Yes, the role allows you to maintain full autonomy while growing your book of business efficiently.
Are there any growth incentives included in this position?
Yes, the position includes equity options and accelerated payouts to support your growth potential.