About this opportunity
BrokerHunter lists this Financial Advisor opportunity in everett, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Investment Manager / Advisory Team Lead
Confidential Wealth Management Firm
Remote – United States
100% Commission | Uncapped Earning Potential
Stop Building a Book. Start Building a Business.
BrokerHunter is conducting a confidential search for an entrepreneurial Investment Manager / Advisory Team Lead who wants to build more than a traditional AUM practice.
Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team, and create long-term enterprise value.
You may already have a successful practice, manage assets, or lead a team. If you're frustrated by traditional models that limit your opportunities primarily to AUM, this could be an opportunity worth exploring.
Think Beyond AUM
The platform allows advisors to serve clients across a broad range of financial needs, including:
Investment management — stocks, ETFs, mutual funds, options, and customized strategies
Estate planning
Tax planning and CPA services
Insurance — life, health, and property & casualty
Commercial and business financing
Private equity and alternative investments
Business planning and financial services
Advisors also have access to multiple custodial options, including Charles Schwab, Altruist, and Interactive Brokers , providing flexibility in managing client relationships and accounts.
A client who doesn't need investment management today may still need tax planning, estate planning, insurance, financing, or business advice.
The goal is to become the financial professional clients call when they have a financial need—not simply when they need their portfolio managed.
Build It. Grow It. Create Long-Term Value.
This opportunity is designed for advisors who want to think like business owners.
Build a team. Grow recurring revenue. Expand the services you provide to clients. Create an enterprise that may eventually be transitioned or monetized when you're ready to retire.
For qualifying advisors bringing an existing book or practice, the firm may also be able to structure compensation for client relationships and assets transitioned to the platform, depending on the circumstances.
What We Offer
100% commission with uncapped earning potential
Competitive payouts and leadership overrides
Potential compensation for qualifying books or practices transitioned to the platform
Multiple custodial options, including Schwab, Altruist, and Interactive Brokers
Recruiting, marketing, operational, and transition support
Integrated investment, tax, estate, insurance, and business resources
Opportunity to build and lead a team
Opportunity to create meaningful long-term enterprise value
100% remote
Health insurance
Who We're Looking For
5+ years of wealth management or financial services experience
Series 65, Series 66, or Series 7/66
Entrepreneurial and growth-oriented mindset
Existing book, team, or portable production preferred
Interest in expanding beyond traditional investment management
Strong desire to build a business and develop a team
The Opportunity
Technology and AI are changing financial services. The advisor of the future won't simply manage investments—they'll help clients solve a broader range of financial problems.
If you're looking for a platform where you can build a business, not just a book , we'd like to hear from you.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.