Wealth Advisor, Flexible Affiliation

Urrly • Charlotte, NC

22h • $215,000 - $400,000 • 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.

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

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed