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
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- Reduced dependence on public-market volatility
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- Advanced tax efficiency and after-tax outcomes
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- Private equity, real estate, and alternative assets
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- 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- Believes traditional wealth management is outdated
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- Wants to deliver more than market-based returns
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- Values strategy, depth, and real client impact
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- 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
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- Proven income-first planning framework
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- Executive-level mentorship and strategy
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- Systems designed to double your book of business — guaranteed
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- Competitive compensation + performance upside
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- Full back-office, compliance, and operational support
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This Is Not a Sales Job
This is a leadership role for advisors who want to:
- Move beyond outdated asset allocation
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- Deliver real financial certainty to clients
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- 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
