Senior Wealth Advisor

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

📋 Description

• Act as the main advisor for a personal clientele, providing comprehensive wealth management services.

• Develop and enhance client relationships through financial planning, portfolio development, and continuous advisory services.

• Tailor client portfolios, offering access to both traditional and alternative investment options.

• Maintain full ownership and discretion regarding investment strategies and client approaches.

• Work in conjunction with internal client service, compliance, and operations teams to guarantee a smooth client experience.

• Proactively expand the practice through referrals, marketing efforts, and personal business development strategies.

⛳️ Requirements

• A minimum of $25M in portable, fee-based assets under management (AUM).

• Active Series 65 registration or an equivalent qualification.

• Demonstrated experience in advising high-net-worth or mass affluent clients.

• Strong skills in client relationship management and business development.

• An entrepreneurial mindset with the capability to work autonomously.

🏝️ Benefits

• Fee-only registered investment advisory platform.

• Multi-custodial model.

• Remote and flexible work environment.

• Venture-backed, growth-stage company.