Wealth Advisor - Remote

Overview

As a wealth advisor, you’ll work both directly with clients in solving their most important financial problems as well as support senior advisors. You care deeply about your clients’ outcomes and find yourself asking how you can spend more time advising and building business and less time on the back office.

In Short

• Work directly with clients to solve financial problems.
• Support senior advisors in client management.
• Focus on high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals.
• Desire to influence tools for better planning and advice.
• 2+ years of experience in financial advising.
• Relevant accreditation such as CFP, CPA, or Series 65.
• Self-starting and able to work independently.
• High energy and strategically focused.
• Comfortable in a high-growth environment.
• Work culture designed to maximize effectiveness.

Requirements

• 2+ years of experience advising HNW+ clients.
• Relevant accreditation (Series 65, CFP, or equivalent).
• Desire to make an impact on the tools you work with.

Benefits

• Work with exceptional teammates.
• Ruthlessly prioritize to protect your time and potential.
• Opportunity to manage significant wealth transfer.