Wealth Management Advisor - Remote

Overview

This is a remote, flexible opportunity for seasoned advisors to manage financial plans and investment portfolios for high-net-worth clients.

In Short

• Serve as the primary advisor for a group of HNW and UHNW clients.
• Manage and deepen client relationships with a focus on exceptional service.
• Develop holistic financial and investment plans tailored to client needs.
• Conduct asset allocation and portfolio performance evaluations.
• Identify growth opportunities through referrals and engagement.
• Collaborate with teams to integrate AI insights and digital tools.
• Maintain knowledge of tax, estate, and retirement planning strategies.
• 5+ years of experience in wealth management or private banking required.
• Proven track record managing significant client assets.
• Flexible work structure of 20–30 hours per week.

Requirements

• 5+ years of experience in wealth management, private banking, or RIA environments.
• Proven track record managing $20M+ in client assets.
• Expertise in financial planning and portfolio construction.
• Strong interpersonal and relationship-building skills.
• Knowledge of financial planning software and CRM systems.
• CFP, CFA, CPA, or MBA preferred.

Benefits

• Flexible work structure ideal for balancing client work and growth.
• Work remotely with a global team.
• Partner with professionals across finance, data, and technology.
• Access to cutting-edge portfolio tools and intelligence platforms.
• Focus on building enduring client relationships for long-term success.