Wealth Advisor, Flexible Affiliation - Remote

Urrly•Charlotte, NC

2d•Remote

About The Position

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. 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. 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.

Requirements

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 Haves

$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

Responsibilities

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

Benefits

Firm-paid expenses and operational support (W-2 path)
Clearer technology cost structure (independent path)
Potential transition support
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

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