Private Wealth Advisor

This is a fully remote position, open to applicants in Florida.

📋 Description

• Deliver an exceptional client experience through proactive and reactive engagements related to client onboarding, financial planning, and investor education.

• Guide clients through outreach initiatives and Financial Planning milestones.

• Collaborate with the advisory team to develop and nurture long-term relationships with valued clients.

• Offer comprehensive financial planning services customized to meet clients’ unique needs and objectives.

• Suggest, implement, and assess investment strategies that align with clients’ risk tolerance and financial goals.

• Monitor market trends, economic conditions, and regulatory changes that affect investments.

• Support monthly audit reviews with internal stakeholders.

• Work alongside Portfolio Management to facilitate relationship clearance, manage customization, and fulfill client requests.

• Meet with clients in person as necessary.

⛳️ Requirements

• Bachelor’s degree in Business or a related field, or equivalent experience.

• Over 5 years of relevant experience in financial services and client relations.

• Proven knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.

• Excellent verbal and written communication skills, including proficiency in presentations.

• Detail-oriented with the ability to manage multiple time-sensitive tasks effectively.

• Proactive self-starter with strong situational awareness and organizational capabilities.

• Outstanding client consultation skills with the ability to build trust and foster long-term relationships.

• FINRA Series 65 certification is required.

• FINRA fingerprinting is necessary upon hire.

• CFP designation is preferred.

• Proficient in or capable of quickly learning Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary recordkeeping systems.

• Must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available.

• Must provide a reliable high-speed wired internet connection and an appropriate home workspace with minimal disruption.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential discretionary contributions, and a wide investment lineup.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment that allows for jeans.

• Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time – 16 hours per calendar year.

• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within our business and the communities where we live, work, and play. BRGs are open to everyone.

• Flexible work environment.

• Other necessary computer equipment will be provided.

• Bonus program or sales incentives, depending on position and performance.