Founding Wealth Advisor

🔥 2 minutes ago

⚔️ Virginia, West Virginia – Remote

⚔️ Virginia – Remote ⛰️ West Virginia – Remote

💵 $150k - $300k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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White Tiger Connections Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2019

💼 Consulting

💸 Finance

🎯 Recruiter

Consulting • Finance • Recruitment

White Tiger Connections Inc. is a boutique advisory firm that guides accounting and wealth-management leaders through growth, succession, mergers & acquisitions, and exit planning. The company provides M&A advisory and business brokerage, executive recruitment and talent acquisition, valuations, profit and margin optimization, and revenue growth and channel-relationship services. Its primary clients are public accounting firms (range $250K–$50M revenue) and wealth-management firms such as RIAs ($500M–$50B AUM) and multi-family offices seeking strategic acquisitions, cross-selling opportunities, and improved firm valuation.

📋 Description

• Build and lead the RIA • Design workflows, client experience, and go-to-market with accounting leadership and compliance leadership • Drive conversion and growth through warm introductions from the accounting client base • Identify tax-efficient wealth opportunities and convert them into RIA relationships • Provide wealth management, financial planning, and investment advisory with year-round tax coordination • Build and scale the team, initially as a player-coach • Hire and mentor advisors, planners, and support staff • Build SOPs and a scalable client experience on a strong technology stack • Foster tax and wealth integration with CPAs and tax professionals • Develop cross-referral processes and joint client strategies • Help define investment policy, risk management, technology choices, and firm positioning • Work with the head of compliance to meet fiduciary and regulatory standards

🎯 Requirements

• Series 65 (or 66/7) required • CFP® required • CFA, EA, or demonstrated deep tax-planning knowledge strongly preferred • Insurance licenses are a plus • 5–10+ years in wealth management or financial advisory • Track record serving mass-affluent and high-net-worth clients • Track record converting or building a book • RIA background preferred • Entrepreneurial mindset with technical depth • Strong EQ with clients and CPA partners • Comfortable building processes, using technology/AI, and scaling • Aligned with long-term firm building

🏖️ Benefits

• Cash incentive: 10% of gross advisory fees, capped at $500,000 total cash compensation • Equity: 10% fully diluted compensation vesting over 10 years • Realistic path to $1M in total compensation by year 5 and $3M in total compensation by year 10 • Full administrative, technology, and operational support from the accounting platform • Built-in captive demand from the integrated tax and wealth platform • Long-term ownership mindset on the firm side