Financial Advisor Fully Remote

Senior Wealth Advisor

The Senior Wealth Advisor partners closely with a Senior Partner to lead relationships with ultra-high-net-worth (UHNW) individuals and families. This role delivers high-touch, comprehensive wealth management and family office services and requires deep expertise in planning and investments, strong client-facing skills, and the ability to mentor team members while overseeing complex client engagements.

• Partner with a Senior Partner to lead and manage UHNW client and family relationships
• Deliver integrated wealth management and family office solutions for existing and prospective clients
• Perform complex analysis across financial, estate, income tax, insurance, and investment planning
• Design and implement sophisticated portfolio strategies, including private and alternative investments
• Clearly articulate the firm’s services and value proposition to clients and prospects
• Coordinate with external advisors, including attorneys, accountants, and insurance professionals
• Prepare and document client meetings, recommendations, and action plans
• Oversee implementation of client strategies to ensure high-quality execution
• Provide guidance, mentoring, and support to junior team members

• 7–10+ years of experience in wealth management or a related advisory role
• Bachelor’s degree required
• Professional credentials achieved or in progress strongly preferred, including combinations of:
  • CPA, MST, JD, or LLM
  • CFA or CIMA
  • CFP®
• Strong knowledge of UHNW investment strategies, portfolio construction, and private investments
• Expertise in income, gift, and estate tax planning; insurance; advanced wealth transfer; and philanthropy
• Experience with business owners, entrepreneurs, and exit planning
• Exceptional attention to detail, analytical ability, and follow-through
• Strong interpersonal, written, and verbal communication skills
• Ability to manage multiple priorities and meet deadlines independently