Careers
Financial Advisor
We are excited to offer a unique opportunity for a Financial Advisor to join the dynamic team at Modern Wealth. This remote position involves working with new and existing clients to provide comprehensive financial planning, including investment, retirement, tax, and estate planning, ensuring a holistic approach to wealth management.
The ideal candidate will have 1-2 years of experience in financial services and hold a Series 65 license. Familiarity with tools like WealthBox, RightCapital, Kwanti, Holistiplan, Altruist, and Smart RIA is a plus, but we prioritize loyalty, ethics, and persistence above all. This role operates on a revenue-sharing model rather than a salary, making it a great fit for motivated professionals looking to grow their business within our transparent and structured system.
If you’re looking for a flexible, remote opportunity where you can advance your career in a forward-thinking, growth-oriented environment, we’d love to hear from you. This position offers a pathway to partnership at Modern Wealth, with the support and resources needed to succeed. If you’re ready to take the next step, schedule your interview below.
Private Wealth Advisor
We are looking for a Private Wealth Advisor to join our dynamic, remote team at Modern Wealth. This role involves guiding new and established clients through comprehensive financial planning, integrating investment, retirement, insurance, tax, and estate planning to provide a holistic approach to wealth management.
The ideal candidate has at least five years of experience in financial services and holds a Series 65 and CFP® designation. Additional credentials such as CPWA®, CFA®, CIMA®, CEPA®, RMA®, RICP®, or RLP® are a plus. Familiarity with tools like WealthBox, RightCapital, Kwanti, Holistiplan, Altruist, and Smart RIA is beneficial, but we value loyalty, ethics, and persistence above all. This position is revenue-sharing based, offering a transparent and structured growth opportunity for those looking to build their business.
If you’re looking for a flexible, remote career where you can expand your practice and grow into a partnership role, we’d love to hear from you. Modern Wealth fosters a collaborative and innovative culture, providing the resources and support you need to succeed. Schedule your interview below to explore this exciting opportunity.
Interview
We're excited to get to know you and explore how you might fit into our unique approach. During your interview, you can anticipate a discussion centered around your personal and professional background, a detailed description of the role, and insights into our company. We'll also have an open conversation about expectations and realities, as well as discuss how aligning with Modern Wealth can fit into your ideal life vision.