We are working with an independent, fee-only wealth management firm seeking their next Wealth Advisor to support high-net-worth individuals and families, including entrepreneurs, business owners, and real estate investors. This individual will work alongside experienced Lead Wealth Advisors to develop comprehensive financial plans, manage client relationships, and implement strategies addressing complex financial needs.The firm serves clients with net worth generally exceeding $20 million and provides family office services involving tax planning, estate planning, business interests, and private investments. This is a fully remote, relationship-focused advisory position with no requirement to generate new business or bring an existing book of clients.
Responsibilities- Partner with Lead Wealth Advisors to develop and implement comprehensive financial planning strategies.
- Participate in client meetings, present recommendations, and manage ongoing client planning needs.
- Develop financial analyses covering investments, cash flow, tax strategies, estate planning, risk management, and business interests.
- Review individual tax returns, K-1s, estate planning documents, and investment statements to identify planning opportunities.
- Support high-net-worth clients with complex financial situations involving business ownership, real estate investments, and liquidity events.
- Coordinate with CPAs, attorneys, insurance professionals, and other outside advisors.
- Manage the implementation and follow-up of financial planning recommendations.
- Maintain accurate financial plans, client information, and documentation using financial planning and CRM systems.
- Mentor Associate Wealth Advisors and contribute to improvements in planning processes and client service.
Required Experience- 4+ years of comprehensive financial planning or wealth advisory experience, including at least 2 years in a client-facing advisory role.
- CFP® designation or actively working toward certification.
- Series 65 license.
- Bachelor's degree in Financial Planning, Finance, Accounting, Economics, or a related field.
- Experience serving high-net-worth clients with complex financial planning needs.
- Strong understanding of investment planning, tax strategies, estate planning, and risk management.
- Experience reviewing individual tax returns, including K-1s, and estate planning documents.
- Proficiency with eMoney or a comparable financial planning platform and strong Excel skills.
- Ability to independently manage client needs, develop recommendations, and follow through on implementation.
Preferred Qualifications- Experience within an independent, fee-only Registered Investment Advisor (RIA) or family office environment.
- Background advising entrepreneurs, business owners, or real estate investors.
- Experience with business succession planning, liquidity events, multigenerational wealth, and private investments.
- Familiarity with Charles Schwab custodial platforms and Salesforce CRM.
- Experience collaborating with tax professionals, estate attorneys, and other outside advisors.
- Previous experience mentoring junior financial planners or Associate Wealth Advisors.
Why JoinThis opportunity offers the chance to work with sophisticated high-net-worth clients within an independent, fee-only wealth management firm focused on comprehensive financial planning and long-term client relationships.The position provides a fully remote work environment, comprehensive medical benefits, a 401(k) with employer matching, generous paid time off, and professional development support.For someone looking to expand their expertise in complex financial planning and advance toward greater advisory responsibility, this role offers meaningful client exposure, collaboration with experienced advisors, and long-term career advancement without the pressure of sales quotas or business development requirements.