Job Summary
We are seeking an experienced Wealth Advisor to manage high-net-worth client relationships and deliver comprehensive financial planning solutions.
This is a high-impact, client-facing role offering autonomy, growth, and the opportunity to work within a modern, technology-driven platform.
Key Responsibilities
Client & Portfolio Management
- Manage relationships with high-net-worth clients
- Develop customized financial and investment strategies
- Provide guidance on retirement, tax, estate, and risk planning
- Design and manage diversified investment portfolios
- Identify financial gaps and provide proactive solutions
Business Development
- Grow and maintain a portfolio of clients
- Transition and manage an existing book of business
- Support ongoing client acquisition efforts
Collaboration
- Work with tax, estate, and insurance professionals
- Contribute to platform improvements and advisor experience
- Support onboarding and mentoring of new advisors
Requirements
- 5+ years of investment advisory experience
- Active book of business (portable preferred)
- Series 65 or Series 7 & 66 licenses
- Experience working with high-net-worth clients
- Strong communication and analytical skills
- Comfortable in a fast-paced, remote environment
Preferred Qualifications
- Experience in fintech or technology-driven environments
- Background in financial planning software
- Experience advising clients with $1M+ in assets
- Strong expertise in one or more planning areas
Compensation & Benefits
- Competitive compensation (base + performance-based earnings)
- Flexible, remote work environment
- Growth and leadership opportunities
- Access to modern tools and platform support