Wealth Advisor

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🔥 0 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $215k - $400k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Urrly

WebsiteLinkedInAll Job Openings

1 - 10 employees

🎯 Recruiter

⚕️ Healthcare Insurance

🤖 Artificial Intelligence

Recruitment • Healthcare Insurance • Artificial Intelligence

Urrly is a healthcare recruitment agency that combines the expertise of healthcare recruiters, data scientists, and AI agents to help healthcare innovators secure exceptional talent quickly and affordably. Specializing in Recruitment-as-a-Service (RaaS) and Recruitment Process Outsourcing (RPO), Urrly streamlines the hiring process for U. S. healthcare companies by significantly reducing time-to-fill and cost-per-hire metrics. The company utilizes AI technology to automate administrative tasks and connect clients with top-tier candidates, providing a budget-friendly alternative to traditional recruiting agencies. Urrly's services cater to forward-thinking healthcare organizations looking to enhance their talent acquisition processes.

📋 Description

• 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

🎯 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.

🏖️ Benefits

• Clearer technology cost structure on the independent path • Potential transition support depending on practice fit and structure • W-2 includes firm-paid expenses and operational support