ARP | ANYWHERE
RemoteUnited States
Job Summary
Build and deepen relationships with Fidelity and Schwab Financial Consultants within assigned territories, converting warm referrals into long-term advisory relationships. Deliver comprehensive wealth management advice, including investment management, retirement planning, estate planning, tax strategy, and risk management to high-net-worth individuals. Represent the firm through educational presentations, branch meetings, and networking opportunities while partnering with internal specialists to provide sophisticated planning solutions. Grow assets under management through relationship-driven business development rather than cold prospecting. Serve as the firm's market leader within this established institutional referral ecosystem. Remote position with market ownership and national resources.
Required Qualifications
- 5+ years of wealth management experience
- Experience as a Wealth Advisor, Financial Advisor, Private Wealth Advisor, or Wealth Consultant within an RIA environment
- A demonstrated track record of business development and asset gathering
- Strong presentation and relationship-building skills
- Experience working with affluent and high-net-worth clients
- One or more advanced wealth management credentials such as CFP®, CRPC®, CPWA®, CIMA®, CFA®, ChFC®, CPA/PFS, or similar
Desired Qualifications
- Experience working within Fidelity Wealth Advisor Solutions (WAS) and/or the Schwab Advisor Network (SAN)
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