Senior Wealth Advisor
**Fully Remote - can work from anywhere in the US**
We serve entrepreneurs and high-net-worth families whose financial lives have outgrown generic advice. This is the strategic relationship seat — the advisor clients call first when investments, tax, estate, liquidity, business, and family decisions intersect. You keep your book, your relationships, and your advisory style; we build the capability around you.
What the Platform Provides
CIO-led investment management and a standing Investment Committee
Integrated tax strategy through Wealthrive, our affiliated tax-strategy firm, built directly into the investment process
Direct access to attorneys, CPAs, planners, and specialist expertise
Direct indexing and tax-aware portfolio construction tools
Trading, rebalancing, operations, compliance, billing, and technology support
Proprietary discovery and planning tools to help you go deeper with clients on what their wealth is actually for
What You Own
The client relationship and strategic advisory seat
Discovery, advice, and whole-picture financial judgment
Prospecting, referrals, COI development, and new business closing
Collaboration with the CIO and specialists on complex client situations
Ongoing relationship leadership and implementation accountability
What We Handle
Portfolio construction, routine trading, and rebalancing
Compliance and regulatory infrastructure
Billing, account administration, and operations
Technology and vendor management
Specialized tax, estate, and planning depth
Experience: 5 years required