Are you a senior wealth advisor looking for true white glove client service?

Tired of being a cog in a massive wheel?

Looking for uncapped payouts on revenue 70 -80%? (700k+ per million revenue uncapped).

Need better back-office support so that you can maximize quality time with clients?

Tired of behemoth firms continually cutting client service & limiting advisor payout schedules?

RightWorks is partnered with several regional & national wealth management firms for both fully remote & hybrid in-office opportunities. We help them build their teams & AUM by finding the nations top advisors, from senior financial advisor to director up to partner, bringing on both individuals & entire teams.

Our wealth advisory firm partners put client service first & treat their advisors like family, and offer both uncapped W2 & 1099 opportunities.

Whether you have a traditional liquid equity investment structure, need access to complex alternatives, or have both domestic & foreign clientele, we are here to help you find the right home for you & your clients. We partner with everyone from traditional RIA's, family offices, wirehouses, banks, & small wealth management firms.

Requirements:

-Either recently managed over $40 million assets under management (individual), $150 million AUM (team), or managed over 250 million AUM (individual but not current) in the last 4 years. Some of our top advisor partners have managed in excess of $10 billion.

-We also look at rainmakers / strong growth & business development focused individuals with a concrete path to building a $40+ million book.

Certifications (Flexible & none are hard requirements; this list includes some but not all possible certifications)

-CFP / CPWA / ChFC / CAIA / AIF / etc

-FINRA Series 6 / 7 / 24 / 63 / 66 etc