Remote Wealth Design Advisor

Posted 4 days ago

waystone advisorsSeattle (WA)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Waystone Advisors is recruiting a Wealth Design Advisor to help high-earning clients achieve financial independence through non-traditional investment strategies. This fully remote role includes building personalized plans, presenting results, and guiding clients from first meeting to active status. You will collaborate with Senior Advisors to tailor strategies, deliver clear summaries, and maintain meticulous CRM records while expanding the client base and advancing toward senior advisory #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.