Wealth Advisor

Wealth Advisor

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

Industry: Wealth Management, Independent Fee-Only RIA

Salary: $85,000 to $110,000 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 providing family office services. They are intentionally building a firm where talented advisors can learn from experienced professionals, take on greater responsibility as their capabilities develop, and build a long-term career serving sophisticated families. If you’re looking to develop into an exceptional wealth advisor while doing meaningful work alongside a collaborative, high-performing team, this may be the right role for you!

The Wealth Advisor partners with the Lead Wealth Advisor and takes ownership of significant day-to-day planning and client needs, from analysis and recommendations through implementation. This role suits an enthusiastic, resourceful professional who holds or is working toward the CFP® designation. The ideal candidate enjoys complexity, takes ownership, and is passionate about delivering exceptional client service.

Key Responsibilities

• Partner with the Lead Wealth Advisor while owning significant day-to-day planning and client needs
• Participate actively in client meetings, lead portions of discussions, and present recommendations
• Develop comprehensive analyses and recommendations across cash flow, investments, tax, estate, risk, and business planning
• Review tax returns, estate documents, and investment statements to identify opportunities and risks
• Translate complex financial concepts into clear, actionable client recommendations
• Address day-to-day client questions, using judgment on when to involve the Lead Wealth Advisor or specialists
• Drive assigned recommendations through implementation and follow-up
• Coordinate directly with clients, CPAs, attorneys, insurance professionals, and other outside advisors
• Maintain accurate plans, assumptions, and client information in eMoney and Salesforce
• Mentor Associate Wealth Advisors and contribute to process improvements and planning quality

Qualifications

• CFP® designation or progress toward the CFP® designation, in addition to a Series 65 license
• Bachelor's degree, ideally in Financial Planning, Finance, Accounting, Economics, or a related field
• 4+ years of comprehensive planning or wealth advisory experience, including 2+ years in a client-facing advisory role
• Experience serving HNW clients beyond accumulation and retirement planning; experience advising entrepreneurs and business owners on their unique needs is strongly preferred
• Experience reviewing individual tax returns (including K-1s) and estate planning documents
• Proficiency with eMoney or a similar planning platform and strong Excel skills; experience with Schwab and Salesforce is a plus
• Strong communication and organizational skills, a sense of ownership, and sound judgment on when to escalate issues
• Proactive, self-motivated, and passionate about helping clients and supporting team success

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 advisory role with no requirement for proactive business development

Keywords

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