Investment Advisor Representative

Exemplar Wealth Advisors | Exemplar Companies Location: Remote – United States Employment Type: Full-Time / 1099 Independent About Exemplar Wealth Advisors Exemplar Wealth Advisors is part of Exemplar Companies , a multidisciplinary professional services platform bringing together wealth management, tax, legal, insurance, capital markets, business advisory, and strategic consulting. Our integrated approach allows advisors to provide clients with coordinated solutions across investments, tax strategy, estate planning, risk management, business advisory, and alternative investments. The Opportunity Exemplar Wealth Advisors is seeking an experienced Investment Advisor Representative (IAR) with an established book of business to join our growing RIA platform. This opportunity is specifically designed for advisors who have already built a successful client practice and are looking for a better affiliation model, greater flexibility, and the ability to leverage a fully integrated technology and professional services platform. Rather than simply managing investments, our advisors have the opportunity to deepen existing client relationships and monetize additional services by connecting clients with Exemplar’s broader capabilities in tax, legal, estate planning, insurance, business advisory, capital, and alternative investments. Key Responsibilities Serve as an Investment Advisor Representative (IAR) of Exemplar Wealth Advisors. Bring and continue to manage an existing book of busine