Private Wealth Advisor (Remote)

Role: Private Wealth Advisor

Location: Remote

Employment Type: Full-time

Compensation: Competitive salary commensurate with experience, qualifications, and location. Indicative range: $90,000 – $180,000 (USD equivalent), plus benefits.

Role Overview

We are hiring a Private Wealth Advisor to serve high-net-worth and ultra-high-net-worth clients. The role combines sophisticated planning with strong relationship management — coordinating wealth strategies across investments, tax, estate, and philanthropy.

Key Responsibilities

• Manage relationships with HNW and UHNW clients and families

• Coordinate sophisticated planning across investments, tax, trust, and estate

• Partner with attorneys, CPAs, and other professionals on integrated solutions

• Develop and implement long-term wealth strategies aligned to family goals

• Lead complex client meetings and family wealth conversations

• Grow the book through referrals and centre-of-influence relationships

Required Skills and Qualifications

• 5+ years in private wealth, family office, or HNW advisory

• Active Series 7 / Series 65 or 66 (or equivalent licensure)

• CFP, CFA, or CPWA designation strongly preferred

• Deep knowledge of estate planning, trust structures, and tax-efficient strategies

• Excellent executive presence and client relationship skills

• Track record of building HNW client relationships

What You'll Bring

• Sharp analytical thinking and an instinct for spotting anomalies in data

• Strong written communication and the ability to translate numbers into narrative

• High attention to detail and unwavering accuracy under deadline pressure

• Comfort working asynchronously across time zones

What We Offer

• Fully remote, flexible work hours

• Performance-based bonus structure

• Annual learning & development stipend

• Health and wellness benefits (varies by location)

• Opportunity to work on high-scale, real-world impact projects

Equal Opportunity Statement

This is an equal opportunity role. Applications are welcomed from all qualified individuals regardless of race, color, ethnicity, nationality, gender, gender identity or expression, sexual orientation, age, religion, disability, marital status, or any other characteristic protected by applicable law. All hiring decisions are based solely on qualifications, skills, and demonstrated ability.