Financial Advisor, Independent RIA (Remote)

BluePrint Investments and Tax Planning • 1099 • Remote (Incline Village, Nevada, United States) • $0 - $1m / year • 2w ago

Firm Type: RIA

Total Compensation Range (Base + Commissions/Bonus): -

Benefits Offered: Flexible Work Schedule

BluePrint Investments and Tax Planning is an independent, fee-only registered investment adviser based in Incline Village, Nevada. We're looking for financial advisors who want the freedom of running their own practice with an established RIA behind them.

Who this is for

Experienced advisors with a book who are ready to leave a broker-dealer or wirehouse and go independent
Retirement plan specialists who work with business owners on 401(k), profit-sharing and cash balance plans
Newer advisors who want to learn portfolio management, retirement plans and business-owner planning
Advisors with a disclosure on their U4. A disclosure doesn't automatically rule you out here. We review every situation individually and confidentially.

What you'll do

Build and serve relationships with mass-affluent and high-net-worth clients, especially business owners
Deliver financial planning, retirement planning and IRA rollover guidance
Help employers design and manage 401(k), profit-sharing and cash balance plans
Offer alternative investments to qualified clients where appropriate
Collaborate with our network of tax-professional partners (CPAs and EAs)

What we offer

Your book, your brand. You own your client relationships and can operate under your own DBA.
Higher payouts. Up to 90% of gross advisory fees, paid monthly. There's no cap on what you can earn.
Fee-only and conflict-free. No commissions and no product quotas. Build recurring advisory revenue.
Remote-friendly. Work from where you live.
Institutional-quality investment management. Risk-budgeted, globally diversified portfolios built with low-cost ETFs and individual securities, with each portfolio's risk measured and kept on target.
Open architecture. Multiple leading custodians and broad product access.
Back office handled. Compliance oversight, paperwork, account service, onboarding and training.
Advanced planning support. Case design, presentation support and help with complex cases.
Marketing support. A step-by-step marketing playbook and ready-to-use client campaign templates.

Requirements

Series 65 (or Series 66 with Series 7), or a designation that qualifies for an exam waiver such as CFP®, CFA, ChFC or PFS. Newer advisors: a willingness to earn the Series 65.
Ability to register as an investment adviser representative in your state
A client-first, fiduciary mindset

All conversations are confidential. If you're wondering whether independence makes sense for you, we'd like to talk.

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