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Financial Advisor

Wheeler Staffing Partners | Plano, United States | Posted July 04, 2026

Position Overview


Financial Advisor (Independent Wealth Advisor / RIA)


Location: Remote (United States)

Employment Type: Direct Hire | Full-Time


Position Overview


Wheeler Staffing Partners is seeking an experienced Financial Advisor for a fully remote opportunity with a growing Registered Investment Advisor (RIA). This role is ideal for entrepreneurial advisors with an existing, transferable book of business who are passionate about helping clients achieve their financial goals while leveraging a modern technology platform, dedicated operational support, and marketing resources.


The ideal candidate has a proven track record of building long-term client relationships, growing assets under management, and delivering comprehensive wealth management solutions.


Key Responsibilities


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