Lead Wealth Advisor

Lead Wealth Advisor

Location: Remote (within the four time zones in the continental United States)

Industry: Wealth Management, Independent Fee-Only RIA

Salary: $140,000 to $220,000 base, plus an annual performance bonus of up to 20%

About the Company and Role

Our client is a thriving, boutique, fee-only wealth advisory firm serving high-net-worth entrepreneurs, business owners, and real estate investors, generally with net worth of $20 million or more, and delivering family office services. The Lead Wealth Advisor owns a group of complex HNW and UHNW client relationships and leads the advisory team serving them, setting strategic direction and making sure each client's entire financial life is addressed. There is no proactive business development requirement; exceptional service is expected to drive client referrals.

This is not a traditional financial planning role. Our client is looking for an experienced advisor who enjoys complexity, takes ownership, and can step into situations where the answer isn’t always obvious. You should be able to identify what needs attention, exercise sound judgment, develop thoughtful recommendations, and confidently work with clients and their other professional advisors to move things forward.

They are intentionally building a firm where great advisors can do their best work, continue developing their expertise, and make a tangible impact on their clients’ lives. If you’re looking to take meaningful ownership, solve interesting problems, and help deliver family office advice as part of a high-performing team, this may be the right role for you!

Key Responsibilities

• Own the advisory relationship and client experience for a group of complex HNW and UHNW families
• Develop a deep understanding of each client's goals, family dynamics, businesses, investments, and concerns
• Lead strategic client meetings, helping clients evaluate alternatives, tradeoffs, and major decisions
• Set planning direction across investments, tax, estate, cash flow, risk, business interests, real estate, and private investments
• Establish priorities and bring together the right internal and external resources
• Lead, manage, and hold the advisory team accountable through clear priorities, delegation, and feedback
• Partner with Wealth Advisors, Associates, investment professionals, and Family Office team members
• Coordinate strategies with clients' CPAs, attorneys, insurance professionals, and business advisors
• Manage client expectations and scope while driving recommendations through implementation
• Mentor advisors and help shape the firm's planning approach, service model, and family-office capabilities

Qualifications

• CFP® designation and Series 65 license; CPA, CPWA®, CFA®, EA, JD, or graduate education is a plus
• Bachelor's degree, ideally in Financial Planning, Finance, Accounting, Economics, or a related field
• 8+ years of planning or wealth advisory experience, with 4+ years as the primary advisor for complex HNW or UHNW client relationships
• Significant experience advising entrepreneurs, business owners, real estate investors, or multigenerational families
• Proven ability to integrate advice across tax, estate, investments, business interests, real estate, and private investments
• Demonstrated team leadership: setting priorities, delegating, mentoring, developing talent, driving accountability, and promoting a positive work environment
• Exceptional client presence, emotional intelligence, and judgment, including knowing when to challenge thinking or seek specialist input

What Our Client Offers

• Meaningful work at a thriving, independent, fee-only RIA in a family office environment, delivering comprehensive planning across tax, estate, business interests, liquidity events, and private investments
• A transparent, flat-fee advisory model that puts client needs first, without product sales or commissions
• A collaborative, high-performing team culture built on ownership, curiosity, and sound judgment, empowering advisors to deliver exceptional advice and client service
• Career advancement opportunities within a growing firm serving high-net-worth and ultra-high-net-worth clients with complex financial needs
• Competitive base salary plus a performance-based annual bonus
• 401(k) with an employer match of up to 4%, with eligibility after 90 days
• Comprehensive medical, dental, and vision benefits with employer contributions toward coverage
• Work-life balance supported by a fully remote schedule and generous paid time off to rest, recharge, and enjoy life outside of work
• Employer-paid short- and long-term disability coverage after 12 months
• A stipend for work-from-home expenses and reimbursement for professional designation dues
• A relationship-focused leadership role with no requirement for proactive business development

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