Senior Investment Advisor (RIA)

Virtual Family Office

Remote / Flexible Hybrid

Redefine Wealth Management. Double Your Book. Build Real Legacy.

Virtual Family Office is recruiting elite Registered Investment Advisors who know the traditional wealth management model is broken—and are ready to lead what comes next.

We don’t sell portfolios.

We deliver predictable income, tax efficiency, and financial control using the same strategies ultra-high-net-worth families actually use.

Our Philosophy

Virtual Family Office was built by former wirehouse leadership that oversaw $1B+ in client assets and walked away after uncovering a hard truth:

The 60/40 stock-bond model no longer serves sophisticated clients.

The wealthy don’t rely on market speculation.

They prioritize income-first, tax-efficient, private strategies designed for predictability, durability, and control.

That is the model we deliver—at scale.

Our Framework: Income-First Planning

We flip traditional financial planning on its head:

Predictable passive income now, not decades away

Reduced dependence on public-market volatility

Advanced tax efficiency and after-tax outcomes

Private equity, real estate, and alternative assets

Clear, repeatable strategies clients understand and trust

This is not theory.

It’s the framework insiders use—and clients are actively searching for.

Who This Role Is For

You may be a fit if you are an RIA who:

Believes traditional wealth management is outdated

Wants to deliver more than market-based returns

Values strategy, depth, and real client impact

Is ready to grow, not cap, your practice

Advisors with an existing book of business are strongly encouraged to apply.

What We Provide

Guaranteed qualified leads

Proven income-first planning framework

Executive-level mentorship and strategy

Systems designed to double your book of business — guaranteed

Competitive compensation + performance upside

Full back-office, compliance, and operational support

Flexible work structure

This Is Not a Sales Job

This is a leadership role for advisors who want to:

Move beyond outdated asset allocation

Deliver real financial certainty to clients

Build long-term equity and legacy

If you’re ready to practice wealth management the way the ultra-wealthy actually do, we should talk.

Apply confidentially

Virtual Family Office

Income First. Strategy Always. Legacy Built.

This is not a product sales role. We are building a long-term advisory platform rooted in trust, clarity, and fiduciary integrity.

Apply via LinkedIn with your resume and a brief note on your advisory background and registration status.

Job Type: Full-time

Pay: $150,000.00 - $400,000.00 per year

Work Location: Hybrid remote in Carlsbad, CA 92008

Virtual Family Office

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