Remote
Work from anywhere
Every role is remote first. You choose where you work and when you meet, with a firm that runs on shared systems rather than shared square footage.
Careers
Build a practice that is yours.
Modern Wealth is an independent, fee-only fiduciary firm. Our advisors work remotely, own their client relationships, and grow inside a transparent structure built for the long run.
Remote first / Fee only / Fiduciary always
Role comparison
Experience required2+ yrs
LicensingSeries 65
CredentialsCFP® a plus
CompensationRevenue sharing, no salary
LocationRemote
Why advisors join
A firm built around the advisor, not the org chart.
We serve business owners, so we run the firm the way a good owner would. Clear economics, modern tools, and no distance between the advice and the person giving it.
Fiduciary
Fee only, always
No commissions, no proprietary products, no sales quotas. Advice stands on its own merit, which is the only way it should be given.
Economics
Transparent revenue sharing
You know the split before you start and you can see how it changes as you grow. What you build is measured plainly, and it belongs to you.
Technology
A stack that keeps up
Planning, portfolio, tax, and custody tools are already in place and integrated. You spend your hours on clients instead of on workarounds.
Clients
Business owner focus
Our clients run companies, so the work spans entity structure, plan design, tax coordination, and exit planning. The problems are worth solving.
Support
Mentorship, not management
You work directly with the principal. Cases are reviewed together, questions get answered the same day, and nobody sits between you and a decision.
Open roles
Two ways to build here.
Both roles are remote and both are paid through revenue sharing rather than salary. The difference is where you are in your career and how much of the client relationship you carry from day one.
Full time / Remote
Financial Advisor
You will work with new and existing clients across the full plan: investments, retirement, tax, and estate. The work is comprehensive by design, so you see how each decision moves the others rather than managing one slice of a household.
We look for advisors with at least two years in financial services and a Series 65 license. Experience with tools such as Wealthbox, RightCapital, Kwanti, Holistiplan, Altruist, and Smart RIA helps, though we weigh loyalty, ethics, and persistence more heavily than any line on a resume. This role is paid through revenue sharing rather than salary, which suits people who want their effort reflected directly in what they earn.
What we look for
- 2+ years of experience in financial services
- Series 65 license
- Loyalty, ethics, and persistence
- Comfort with a revenue-sharing model rather than a salary
- Familiarity with modern planning and portfolio software
Full time / Remote
Private Wealth Advisor
You will lead relationships with established households and guide them through the whole picture: investments, retirement, insurance, tax, and estate. Many of these clients own companies, so the planning reaches into entity structure, compensation, and eventually the sale of the business.
We look for advisors with at least seven years in financial services who hold a Series 65 and the CFP® designation. Additional credentials such as CPWA®, CFA®, CIMA®, CEPA®, RMA®, RICP®, or RLP® are a plus. Experience with tools such as Wealthbox, RightCapital, Kwanti, Holistiplan, Altruist, and Smart RIA helps, though loyalty, ethics, and persistence matter most. Senior advisors who build well here have a clear pathway to partnership.
What we look for
- 7+ years of experience in financial services
- Series 65 and CFP® designation required
- CPWA®, CFA®, CIMA®, CEPA®, RMA®, RICP®, or RLP® a plus
- Loyalty, ethics, and persistence
- Pathway to partnership
The interview
What to expect.
You will speak directly with the principal. The conversation is candid on both sides, because the fit either exists or it does not, and both of us would rather know early.
01
Your background
Where you have worked, what you have built, and what you want next.
02
The role
How the position works day to day, and who you would serve.
03
Expectations
The economics, the ramp, and the realities, said plainly.
04
Your life vision
Whether the way we work supports the life you are trying to build.
Ready to join us?
Book your interview and take the next step toward building your practice at Modern Wealth.
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