Wealth Advisor

Job Summary We are seeking an experienced Wealth Advisor to manage high-net-worth client relationships and deliver comprehensive financial planning solutions. This is a high-impact, client-facing role offering autonomy, growth, and the opportunity to work within a modern, technology-driven platform.

Key Responsibilities

Client & Portfolio Management - Manage relationships with high-net-worth clients - Develop customized financial and investment strategies - Provide guidance on retirement, tax, estate, and risk planning - Design and manage diversified investment portfolios - Identify financial gaps and provide proactive solutions Business Development - Grow and maintain a portfolio of clients - Transition and manage an existing book of business - Support ongoing client acquisition efforts Collaboration - Work with tax, estate, and insurance professionals - Contribute to platform improvements and advisor experience - Support onboarding and mentoring of new advisors Requirements - 5+ years of investment advisory experience - Active book of business (portable preferred) - Series 65 or Series 7 & 66 licenses - Experience working with high-net-worth clients - Strong communication and analytical skills - Comfortable in a fast-paced, remote environment Preferred Qualifications - Experience in fintech or technology-driven environments - Background in financial planning software - Experience advising clients with $1M+ in assets - Strong expertise in one or more planning areas Compensation & Benefits - Competitive compensation (base + performance-based earnings) - Flexible, remote work environment - Growth and leadership opportunities - Access to modern tools and platform support