Remote Opportunity - Senior Financial Advisor

Job Description

Job Description

Senior Wealth Advisor – Remote Opportunity

Overview

• Can be fully remote in the Eastern/Central time zone

• No new business requirements

• Support the senior partner with UHNW clients ( 25mm–100mm+ ) and 1.5bb++ book of business

• Ability to act as Senior Advisor/COO to run all the day-to-day business for the senior partner, allowing him to focus on new business development and top-level client issues

This role partners closely with a Senior Partner to lead relationships with UHNW individuals and families, delivering high-touch, comprehensive wealth management and family office services. The position requires deep technical expertise across planning and investments, strong client-facing skills, and the ability to lead and mentor team members while overseeing complex client engagements.

Primary Responsibilities

• Work closely with a Senior Partner to lead and manage relationships with primarily UHNW clients and families, providing comprehensive wealth management and family office services.

• Conduct complex analysis and research related to financial, estate, income tax, insurance, and investment planning.

• Develop and present integrated wealth management solutions for existing and prospective clients.

• Design, recommend, and assist in the implementation of sophisticated portfolio asset allocation and investment strategies, including significant exposure to private and alternative investments.

• Clearly communicate the full range of the firm's services and capabilities to clients and prospective clients.

• Coordinate closely with clients' external advisory teams, including attorneys, accountants, insurance advisors, and other professionals.

• Document client meetings, recommendations, and action plans in a clear, timely manner.

• Oversee the implementation of agreed-upon recommendations to ensure high-quality execution.

• Provide guidance, feedback, and mentoring to junior team members to support their professional development and advisory capabilities.

• Manage and support team members to ensure efficient delivery of client services.

Qualifications

• 7+ years of wealth management or other relevant professional experience.

• Bachelor's degree required.

• Advanced degrees or other professional designations preferred.

• Deep interest in and understanding of ultra-high net worth investments, investment philosophy, and portfolio construction.

• Strong knowledge of income, gift, and estate tax planning, insurance planning, advanced intergenerational wealth transfer strategies, and philanthropic planning.

• Experience with business exit planning and familiarity with entrepreneur-owner-manager clients.