What are the responsibilities and job description for the Wealth Advisor / Partner position at Terrace Wealth?
Wealth Advisor / Partner – Midwest (Remote)
Location: Midwest (St. Louis, Chicago, Madison, Milwaukee or surrounding areas preferred)
Firm: Terrace Wealth
Position Type: Partner-level opportunity
Contact: Ryan Bowman, CFP® | ryan@terracewealth.com
About the Opportunity
Terrace Wealth is looking to grow. We’re seeking experienced, client-first wealth advisors based in the Midwest who are ready to take their practice to the next level. If you have an established book of at least $20 million and a passion for delivering thoughtful, independent advice, we invite you to consider joining us as a Partner.
What We Offer
- Competitive compensation
- Meaningful equity ownership
- A modern platform built to help you scale
- Operational, compliance, and planning infrastructure that supports client-first outcomes
Who We Are
Terrace Wealth is an independent, fee-only firm grounded in enduring principles: plan with purpose, stay the course, control what we can, and always put the client first. Our leadership team brings together deep financial expertise (CFA, CFP®, MBA) with a long-term, values-driven approach.
If you’re looking to join a growing, entrepreneurial firm that prioritizes transparency, alignment, and growth—we’d love to connect.
Reach out directly to Ryan Bowman, CFP®, at ryan@terracewealth.com to start a conversation or apply in directly on LinkedIn.
Information Required (whether applying via LinkedIn or email):
1. Please attach your resume.
2. How many years of experience do you have in Wealth Management?
3. What is the size of your current practice (AUM, number of clients)?
4. Are you the owner of the book of business?
5. What is the main reason you're interested in joining us as a partner?