Wealth Advisor

Job Description

You’ve outgrown a rigid platform. Keep control of your practice, improve the economics, and choose the support model that fits.

You built a real advisory practice. Now the platform that helped you get here may be the thing slowing down your next stage of growth.

This opportunity is for planning-led Wealth Advisors who want more room to serve clients their way without building every system alone. AMB Wealth is growing a flexible advisor platform for experienced advisors with established client relationships, clean compliance, and a desire for more autonomy, better support, and clearer long-term economics.

This is not designed for advisors simply shopping the largest upfront transition check. It is designed for advisors who want a better long-term home for the practice they are building.

Role Snapshot

• Role: Wealth Advisor / Wealth Manager
• Location: Remote, anywhere in the U.S.
• Priority Markets: Southeast and Mid-Atlantic preferred
• Pay: ~$215K–$400K+ first-year earning potential
• Schedule: Client-led schedule, standard market hours
• Setup: W-2 or 1099 affiliation for advisors with established client relationships

Best fit: advisors who have shown they can build, but now feel boxed in by platform rigidity, limited investment flexibility, canned marketing, slow decision-making, or economics that no longer match the practice they are growing.

What You’ll Do

• 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

Must-Haves

• 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

Nice to Have

• $25M–$250M in portable AUM

• Series 7 for dual affiliation path

• CFP, CFA, CPA, ChFC, CIMA, or similar credential

• RIA, IBD, wirehouse, bank wealth, or insurance-affiliated platform experience

• Experience serving mass affluent, high-net-worth, or multi-generational client relationships

• Interest in local brand-building, advisor-led growth, or a more flexible planning and investment platform

Perks & Pay

• First-year earnings: ~$215K–$400K+

• Larger books can earn well above $400K

• W-2 path: up to ~63%–64% payout

• W-2 includes firm-paid expenses and operational support

• 1099 path: ⁹⁰⁄₁₀-style split with more control

• Clearer technology cost structure on the independent path

• Potential transition support depending on practice fit and structure

• Economics evaluated around what you actually keep, not just the headline payout

Schedule & Setup

• Remote, anywhere in the U.S.

• Southeast and Mid-Atlantic advisors are especially aligned

• Client-led schedule during market hours

• Flexible custodian and platform options

• Centralized management, advisor-directed models, or integrated investment approaches

• Support from decision-makers without unnecessary layers

• Transition support designed to reduce client disruption, repapering, operational friction, and the feeling that transition becomes your second full-time job

Why This Opportunity Exists

A lot of advisors eventually reach the same point: the platform that helped them build to their first stage is not the platform that helps them build the next one.

Maybe your current firm limits how you market your practice.

Maybe your investment options, planning tools, or client solutions are too narrow.

Maybe the economics look good on paper, but get diluted by program fees, overhead, and platform costs.

Maybe your clients would be better served in a cleaner, more flexible advisory environment.

Maybe you want more autonomy, but not the burden of figuring out every operational detail alone.

Our client is built for that advisor.

The goal is not to dictate how you run your practice. The goal is to understand your practice, help shape the right structure around it, and give you enough support, flexibility, and direct access to leadership to keep growing.

Impact & Growth

Your practice should not be boxed in by a platform that no longer fits.

Here, you can choose more support, more autonomy, or a mix of both. You can keep the parts of your current model that work, improve the parts that do not, and build around a platform that is designed to be more malleable than rigid.

You are likely a fit if you like planning-led client work, want stronger long-term economics, and are ready for fewer platform limits without having to build every system from scratch.

At Urrly, fairness matters. We use AI to review every application against the same clear requirements for the role. This means every candidate is evaluated on job-related factors like skills, certifications, and experience, not on personal attributes such as gender, race, age, or background. Our goal is to create a more objective, consistent, and equal opportunity hiring process for all applicants.

Apply Today to keep more control of your practice while exploring stronger advisor economics and a more flexible long-term platform.