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11 days ago
Requirements and responsibilities
About the roleYou’ve outgrown a rigid platform. Keep control of your practice, improve the economics, and choose the support model that fits. 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.Role SnapshotRole: Wealth Advisor / Wealth ManagerLocation: Remote, anywhere in the U.S.Priority Markets: Southeast and Mid-Atlantic preferredPay: ~$215K–$400K+ first-year earning potentialSchedule: Client-led schedule, standard market hoursSetup: W-2 or 1099 affiliation for advisors with established client relationshipsWhat You’ll DoServe clients across planning, investment, and wealth management needsBring and grow client relationships you have earnedBuild around long-term, holistic, planning-led adviceChoose the affiliation model that fits your practice: W-2, 1099, or something thoughtfully structured around the situationUse centralized investment management, integrate your own models, or manage portfolios your wayEvaluate custodian, platform, and technology options based on what actually fits your practiceBuild around asset-based pricing, clear economics, and fewer ticket-charge distractionsMarket your practice with more room for local identity, advisor voice, and differentiated positioningMove clients through a cleaner transition process with support designed to reduce disruptionGrow without one-size-fits-all platform rulesMust-HavesCurrent wealth advisor, financial advisor, or wealth manager experienceEstablished client relationships or book of businessClean compliance recordPlanning-led, client-first approachU.S.-based and able to serve U.S. clientsStrong client retention historyInterest in building a durable practice, not simply monetizing a book through firm-hoppingNice to Have$25M–$250M in portable AUMSeries 7 for dual affiliation pathCFP, CFA, CPA, ChFC, CIMA, or similar credentialRIA, IBD, wirehouse, bank wealth, or insurance-affiliated platform experienceExperience serving mass affluent, high-net-worth, or multi-generational client relationshipsInterest in local brand-building, advisor-led growth, or a more flexible planning and investment platformPerks & PayFirst-year earnings: ~$215K–$400K+Larger books can earn well above $400KW-2 path: up to ~63%–64% payoutW-2 includes firm-paid expenses and operational support1099 path: 90/10-style split with more controlClearer technology cost structure on the independent pathPotential transition support depending on practice fit and structureEconomics evaluated around what you actually keep, not just the headline payoutSchedule & SetupRemote, anywhere in the U.S.Southeast and Mid-Atlantic advisors are especially alignedClient-led schedule during market hoursFlexible custodian and platform optionsCentralized management, advisor-directed models, or integrated investment approachesSupport from decision-makers without unnecessary layersTransition support designed to reduce client disruption, repapering, operational friction, and the feeling that transition becomes your second full-time jobWhy This Opportunity ExistsA 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.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.Impact & GrowthYour 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.At Urrly, fairness matters. We use AI to review every application against the same clear requirements for the role, so candidates are evaluated on job-related factors like skills, certifications, and experience—not personal attributes.Apply Today to keep more control of your practice while exploring stronger advisor economics and a more flexible long-term platform.
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