Investment Advisor Representative

🔥 12 hours ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 13%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Exemplar Companies, PBC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2005

💼 Consulting

📋 Compliance

💸 Finance

Consulting • Compliance • Finance

<Exemplar Companies, PBC> Exemplar Companies, PBC is a holistically integrated professional knowledge firm that provides legal, tax & accounting, compliance, strategy, capital raising, and wealth management services to startups, growth-stage companies, and impact-driven organizations. The firm emphasizes a relationship-first, value-based pricing model (no hourly billing) and a cross-disciplinary “one team” approach, offering coordinated advisory across law, finance, compliance, and strategy through programs like its Flexpertise subscription for scaling companies.

📋 Description

• Serve as an Investment Advisor Representative (IAR) of Exemplar Wealth Advisors • Bring and continue to manage an existing book of business and client relationships • Grow assets under management and develop new client relationships • Provide investment management, portfolio construction, asset allocation, and comprehensive wealth planning • Identify additional opportunities to serve existing clients through Exemplar’s integrated professional services platform • Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners • Collaborate with Exemplar professionals across wealth management, tax, legal, insurance, capital markets, and business advisory • Utilize Exemplar’s technology and platform to enhance client service, efficiency, and business growth • Participate in networking, referrals, and business development activities • Maintain compliance with applicable regulations and firm policies

🎯 Requirements

• Established investment or wealth advisor with an existing book of business • Demonstrated experience managing client relationships and investment portfolios • Series 65 required or ability to satisfy applicable registration requirements • Proven ability to retain clients and grow assets under management • Strong investment, communication, and relationship-management skills • Entrepreneurial mindset and ability to operate independently • Commitment to a fiduciary, client-first approach • Alignment with Exemplar’s values and culture • CFP® designation preferred • Experience serving HNW/UHNW clients preferred • Significant AUM preferred • Experience with alternative investments/private markets preferred • Experience with entrepreneurs, business owners, executives, or complex families preferred • Existing professional referral network preferred • Experience operating within an RIA or independent advisory model preferred

🏖️ Benefits

• Existing Book of Business: Continue serving the clients and relationships you have already built • Expand Client Revenue: Introduce additional services and solutions to existing clients through Exemplar’s broader platform • Integrated Platform: Access coordinated expertise across investments, tax, legal, estate planning, insurance, business advisory, capital markets, and alternatives • Technology: Benefit from a fully integrated technology platform designed to support your practice and client experience • Entrepreneurial Model: Operate with the flexibility and autonomy of a 1099 affiliation • Collaborative Resources: Work alongside professionals who can help address the increasingly complex needs of your clients • Competitive Economics: Competitive advisor payout structure designed for experienced advisors