Wealth Management Advisor (1099)
About EliteGate WealthEliteGate Wealth, LLC is a boutique RIA built for advisors who want autonomy, higher payouts, and a truly supportive culture. We combine a flexible, independent 1099 model with a modern platform that includes Private Equity and Alternative Investments, advanced planning tools, and integrated insurance solutions. We operate in TX, CT, and FL, with strategic plans for national expansion. Why Advisors Choose EliteGate✅ Higher Payouts: 65%–80% based on book size (no step-downs). ✅ Real Independence: Operate as a 1099 advisor with full practice control.✅ Access to Alternatives: Private Equity and other institutional-level solutions. ✅ Insurance Capabilities: Life, annuities, LTC — integrated planning tools. ✅ Advisor-Centric Culture: No quotas, no product pushes, no pressure. ✅ Transparent Operations: Straightforward compensation, simple structure. If you’re seeking a home free from bureaucracy, micromanagement, or shrinking grids, EliteGate was built for advisors like you. Role OverviewAs a Wealth Management Advisor, you will serve as a fiduciary delivering comprehensive planning and investment advice to high-net-worth households.You maintain ownership of your book while leveraging EliteGate’s platform and support. Responsibilities• Client Management: Build, manage, and grow long-term advisory relationships. • Investment Planning: Design portfolio strategies using traditional and alternative investments. • Holistic Planning: Use insurance (life, annuity, LTC) as part of risk and estate planning. • Practice Management: Utilize our technology, compliance oversight, and back-office resources. • Regulatory Compliance: Operate within RIA standards and state/federal regulations.Compensation & Earnings1099 Independent Contractor• Payout: 65%–80% of gross revenue (based on AUM tier). • Annual Earnings: Typically $100K to $800K+ depending on existing book and new production. • Full book ownership: Advisors maintain control of their client relationships. QualificationsRequired:• Proven success as a Financial Advisor or Wealth Manager. • An existing portable book of business. • Active Series 65, or qualifying designation (CFP®, CFA, etc.). • Strong planning and relationship-building skills.Preferred:• CFP®, ChFC®, CFA®, or similar advanced designation. • Experience advising HNW clients ($2M+). • Prior experience in an independent or fee-based environment. Not a Fit If:• You do not have an existing book. • You prefer a salary or W-2 employee model. • You rely on leads rather than relationship-driven growth. Next StepsIf you're ready to upgrade your platform, increase your payout, and join a firm built around client success and advisor autonomy, we invite you to apply in confidence. EliteGate Wealth is where top advisors rediscover what this business is supposed to feel like.Job Type: Full-timePay: $50,000.00 - $800,000.00 per yearWork Location:Remote Apply tot his job