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Remote Rbc Wealth Management Jobs in New York (NOW HIRING)

ATALNT LLC

Senior Wealth Advisor

Manhattan, NY · Remote

$100K - $200K/yr

This is a remote position. Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform ... Manage and grow client relationships across financial planning, portfolio construction, and ongoing ...

Aprio

Wealth Advisor

New York, NY · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Modera Wealth Management

Advisory Manager

Westwood, NJ · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Partial remote work * Salary range: $100-145,000 annually * Pay ranges are job specific and are ...

Modera Wealth Management

Advisory Manager

New York, NY · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Partial remote work * Salary range: $100-145,000 annually * Pay ranges are job specific and are ...

BBR Partners

Wealth Strategist, Tax

New York, NY · On-site +1

$130K - $170K/yr

Manage client referral requests and suggest introductions to ensure client needs are met Internal ... Hybrid remote work environment, "Work from Anywhere" weeks, and business casual dress. * New office ...

Farther

Senior Talent Partner (Advisor Practice)

New York, NY · On-site +1

$149K - $149K/yr

... RIA, wealth management firm, or financial services search firm * Existing network in the wirehouse-to-independent advisor transition market * Experience recruiting in New York, Texas, and Remote ...

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Remote Rbc Wealth Management information

What is the difference between Remote Rbc Wealth Management vs Remote Financial Advisor?

AspectRemote Rbc Wealth ManagementRemote Financial Advisor
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentBank-affiliated, corporate settingIndependent or firm-affiliated, client-focused
Employer & IndustryRBC, banking and wealth management industryFinancial services firms, independent or corporate

Remote Rbc Wealth Management professionals typically work within RBC's banking environment, focusing on high-net-worth clients, while Remote Financial Advisors may work independently or for various firms, offering broader financial planning services. Both roles require similar certifications and serve clients remotely, but their employer settings and client focus differ.

What are the most commonly searched types of Rbc Wealth Management jobs in New York? The most popular types of Rbc Wealth Management jobs in New York are:
What are popular job titles related to Remote Rbc Wealth Management jobs in New York? For Remote Rbc Wealth Management jobs in New York, the most frequently searched job titles are:
What job categories do people searching Remote Rbc Wealth Management jobs in New York look for? The top searched job categories for Remote Rbc Wealth Management jobs in New York are:
What cities in New York are hiring for Remote Rbc Wealth Management jobs? Cities in New York with the most Remote Rbc Wealth Management job openings:
Remote Rbc Wealth Management jobs near you
Infographic showing various Remote Rbc Wealth Management job openings in New York as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Senior Wealth Advisor

ATALNT LLC

Manhattan, NY • Remote

$100K - $200K/yr

Contractor

Posted 26 days ago

Job description

This is a remote position.

Senior Wealth Advisor
Fee-Only Registered Investment Advisor Platform

Overview
We are seeking an experienced Senior Wealth Advisor to join a modern, technology-enabled wealth management platform. This role is designed for independent advisors who want to maintain full control of their practice while leveraging institutional-grade technology, marketing, compliance, and operational support to scale efficiently.

Ideal Candidate Profile
This role is intended for active financial advisors currently managing a portable, fee-based book of business with a minimum of $25M in AUM. Candidates should be client-first, growth-oriented, and comfortable operating in an independent or 1099 environment.


Key Responsibilities

  • Serve as the primary advisor for a personal book of clients, delivering comprehensive wealth management services
  • Manage and grow client relationships across financial planning, portfolio construction, and ongoing advisory services
  • Customize client portfolios, including access to traditional and alternative investment solutions
  • Retain full ownership and discretion over investment philosophy and client strategy
  • Collaborate with internal client service, compliance, and operations teams to ensure a seamless client experience
  • Actively grow the practice through referrals, marketing initiatives, and personal business development strategies

Platform Support Provided

  • Unified, proprietary technology platform integrating CRM, operations, compliance, and marketing
  • Built-in compliance and risk management services allowing advisors to focus on client relationships
  • Dedicated client service and operational support for day-to-day account management
  • Marketing support including digital campaigns, content, and SEO with compliance oversight
  • Multi-custodial infrastructure with leading custodians
  • Remote-first operating model with optional access to flexible office space

Compensation & Structure

  • Independent contractor (1099) structure
  • Compensation customized based on advisor production and preferences
  • Revenue participation with potential equity upside
  • No forced product sales or proprietary investment requirements

Requirements
  • Minimum $25M in portable, fee-based AUM
  • Active Series 65 or equivalent registration
  • Proven experience advising high-net-worth or mass affluent clients
  • Strong client relationship management and business development skills
  • Entrepreneurial mindset with the ability to operate independently

Benefits
Firm Characteristics
  • Fee-only registered investment advisory platform
  • Multi-custodial model
  • Remote and flexible work environment
  • Venture-backed, growth-stage firm

Why This Role
This opportunity is ideal for advisors who want autonomy without isolation. You keep control of your clients and investment decisions while gaining the infrastructure, technology, and support typically only available at much larger firms.