Remote
Work from anywhere
Every role is remote first. You choose where you work and when you meet, with a firm that runs on shared systems rather than shared square footage.
Careers
Build a practice that is yours.
Modern Wealth is an independent, fee-only fiduciary firm. Our advisors work remotely, own their client relationships, and grow inside a transparent structure built for the long run.
Remote first / Fee only / Fiduciary always
Role comparison
Experience required2+ yrs
LicensingSeries 65
CredentialsCFP® a plus
CompensationRevenue sharing, no salary
LocationRemote
Why advisors join
A firm built around the advisor, not the org chart.
I serve business owners, so I run the firm the way a good owner would. Clear economics, modern tools, and no distance between the advice and the person giving it.
Fiduciary
Fee only, always
No commissions, no proprietary products, no sales quotas. Advice stands on its own merit, which is the only way it should be given.
Economics
Transparent revenue sharing
You know the split before you start and you can see how it changes as you grow. What you build is measured plainly, and it belongs to you.
Technology
A stack that keeps up
Planning, portfolio, tax, and custody tools are already in place and integrated. You spend your hours on clients instead of on workarounds.
Clients
Business owner focus
The clients here run companies, so the work spans entity structure, plan design, tax coordination and exit planning. The problems are worth solving.
Support
Mentorship, not management
You work directly with the principal. Cases are reviewed together, questions get answered the same day, and nobody sits between you and a decision.
Open roles
Two ways to build here.
Both roles are remote and both are paid through revenue sharing rather than salary. The difference is where you are in your career and how much of the client relationship you carry from day one.
Full time / Remote
Financial Advisor
You build your own practice here. There is no book handed to you: you own the relationships you bring and grow, and you are paid a share of what they produce rather than a salary.
The work is the whole plan, not one slice of it: investments, retirement, tax, insurance, education, and estate.
The stack
eMoneyAltruistWealthboxIncome LabKwantiLLISVanillaPayForEDAdvicePayHazelSmartRIAFlourishVestwellmy529
What we look for
- 2+ years of experience in financial services
- Series 65 license
- Loyalty, ethics, and persistence
- Comfort with a revenue-sharing model rather than a salary
- Familiarity with modern planning and portfolio software
Full time / Remote
Private Wealth Advisor
Your practice, your clients, your payout. Senior advisors here build a book of established households, many of them company owners, so the planning reaches into entity structure, compensation, and the eventual sale.
Same stack, same standard, with a clear pathway to partnership.
The stack
eMoneyAltruistWealthboxIncome LabKwantiLLISVanillaPayForEDAdvicePayHazelSmartRIAFlourishVestwellmy529
What we look for
- 7+ years of experience in financial services
- Series 65 and CFP® designation required
- Advanced designations a plus
- Loyalty, ethics, and persistence
- Pathway to partnership
The interview
What to expect.
You will speak directly with the principal. The conversation is candid on both sides, because the fit either exists or it does not, and both of us would rather know early.
01
Your background
Where you have worked, what you have built, and what you want next.
02
The role
How the position works day to day, and who you would serve.
03
Expectations
The economics, the ramp, and the realities, said plainly.
04
Your life vision
Whether the way we work supports the life you are trying to build.
Ready to join us?
Book your interview and take the next step toward building your practice at Modern Wealth.
Keep Reading
From the blog
September 22, 2026
One Plan for Selling Your Medical or Dental Practice
Selling a medical or dental practice and retiring well refers to sequencing three decisions together: the sale structure, the tax election, and the income draw.
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The 1.5% to 2% Wealth Software Fee Owners Never See
Bundled wealth management platforms typically charge 1.5% to 2%+ of assets under management annually once you include the advisory layer, platform fees, and fund expense ratios. A standalone fee-only fiduciary usually charges 0.75% to 1.0% all-in.
Read MoreSeptember 15, 2026
How to Tell If an Advisor Really Coordinates Your Sale
Ask your advisor to show you a pre-close linked projection: a model that ties after-tax sale proceeds, your existing investable assets, and your annual retirement income need in a single year-by-year view. If they can produce one, they have done this before.
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