Wealth Management Advisor (1099)

Title: Wealth Management Advisor (1099)

Company: EliteGate Wealth - Where Independence Meets Innovation

Location: Flexible / Remote | Employment Type: 1099 Independent Contractor

Company Description

EliteGate Wealth is a Boutique Family Office, the premier wealth management provider for high-net-worth clients, integrating boutique wealth management solutions with exclusive private equity access. The core offerings include Investment Management, Private Equity Access, Insurance Services, and Tax and Estate Planning to create a comprehensive financial solution.

EliteGate Wealth is redefining the future of wealth management by integrating institutional-grade investment strategies, private equity access, and bespoke financial planning tailored for high-net-worth individuals ($2M+). Our firm is built for entrepreneurial advisors who want the independence of running their own practice, while leveraging a boutique RIA platform designed to enhance their client offering, operational efficiency, and long-term growth potential.

We are actively seeking experienced Wealth Management Advisors who want to take their practice to the next level while collaborating with a firm that provides cutting-edge investment strategies, a strong internal culture, and growth-focused support.

Why EliteGate Wealth?

? Independence, With Support Where It Matters – Operate as a 1099 independent advisor, while leveraging our firm’s operational infrastructure, technology, and research. W2 roles will be available as we scale.

? Advanced Investment Capabilities – Go beyond traditional portfolios by integrating private equity and tax-efficient wealth strategies for your HNW clients.

? Built for Growth – We provide a high-touch, concierge-level experience for both advisors and clients. Advisors at EliteGate Wealth gain access to a powerful support network and a collaborative culture designed to help them grow faster.

? Integrated Technology – We work with top technology providers, allowing advisors to effectively spend their time serving clients.

? Advisor-First Culture – Unlike large corporate firms where advisors are just numbers, we believe in mentorship, professional development, and a community-driven approach that prioritizes both advisor and client success.

What you gain joining EliteGate Wealth?

Collaborate. Consolidate. Grow.

• Wider Brand recognition and leveraging EliteGate's digital marketing campaigns
• Access to outreach programs, seminars, and events
• Leveraging EliteGate's technological investment in an AI-based platform to provide higher & personalized experience to clients
• Systemized work culture, best-in-class training, and access to expert leadership across the globe
• Gain higher credibility from EliteGate's regulatory compliance, its strong and sustainable internal processes, testimonials, and audits (human & AI-based)
• Continuity of operations and deal flow
• Wider access to specially curated investment options globally across sectors
• Significant tax advantages upon exit due to specially curated structures
• Immediate monetization of your past success and lucrative rewards for your future growth
• All of these put together convey a much credible alpha value

The right fit

? Experienced Advisors: Minimum 5+ years in wealth management with an existing client base or book of business.

? Fiduciary Commitment: Must hold or be willing to operate under a fee-based, client-first advisory model with EliteGate Wealth.

? Alternative Investment Awareness: Understanding of private equity, real estate, and other alternative investments preferred.

? Growth-Oriented Mindset: A desire to expand your practice, collaborate with other top advisors, and elevate your client experience.

? Licensing & Credentials: Series 65 (or equivalent RIA registration) required. CFP?, CFA?, or CIMA? preferred.

? Strong Relationship Builder: Ability to work with HNW and UHNW clients ($2M+ investable assets) and provide a customized, high-touch advisory experience.

What You’ll Gain

?? Full RIA Infrastructure & Support – Leverage our custodial, compliance, and technology platform to scale your practice.

?? Access to Exclusive Private Equity Opportunities – Unique investment solutions for sophisticated clients.

?? Brand & Marketing Support – Enhance your visibility with EliteGate’s brand and client acquisition strategies.

?? Collaborative Advisor Network – Join an ecosystem of elite advisors focused on growth, innovation, and client success.

Compensation & Earning Potential

Performance-Based (1099 Role) | Income Directly Tied to AUM

Estimated Range: $100K - $2M+ (Based on assets under management and advisor performance)

At EliteGate Wealth, your earning potential is directly tied to the success of your practice. Advisors operating within our model typically have the ability to earn six figures, while top performers with a significant book of business can achieve seven-figure incomes. As we scale, W2 roles with structured compensation will be available for those who prefer a salary + AUM-based model.

Next Steps

If you’re ready to elevate your career, enhance your client offerings, and collaborate with a forward-thinking RIA, we’d love to connect.

Website

www.elitegatewealth.com