Wealth Advisor

Urrly

Wealth Advisor managing client relationships and providing personalized wealth management solutions. Flexible affiliation model with significant earning potential in a remote setup across the U.S.

Posted 6/25/2026full-timeRemote • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $215,000 - $400,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

wealth managementinvestment managementportfolio managementclient relationship managementcompliancefinancial planningasset-based pricingtransition management

Soft Skills

client-first approachstrong client retentionrelationship buildingcommunicationorganizational skills