ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย Senior Wealth Advisor โ Remote Opportunity
Overview
- Can be fully remote in the Eastern/Central time zone
- No new business requirements
- Support the senior partner with UHNW clients ( 25mmโ100mm+ ) and 1.5bb++ book of business
- Ability to act as Senior Advisor/COO to run all the day-to-day business for the senior partner, allowing him to focus on new business development and top-level client issues
This role partners closely with a Senior Partner to lead relationships with UHNW individuals and families, delivering high-touch, comprehensive wealth management and family office services. The position requires deep technical expertise across planning and investments, strong client-facing skills, and the ability to lead and mentor team members while overseeing complex client engagements.
Primary Responsibilities
- Work closely with a Senior Partner to lead and manage relationships with primarily UHNW clients and families, providing comprehensive wealth management and family office services.
- Conduct complex analysis and research related to financial, estate, income tax, insurance, and investment planning.
- Develop and present integrated wealth management solutions for existing and prospective clients.
- Design, recommend, and assist in the implementation of sophisticated portfolio asset allocation and investment strategies, including significant exposure to private and alternative investments.
- Clearly communicate the full range of the firmโs services and capabilities to clients and prospective clients.
- Coordinate closely with clientsโ external advisory teams, including attorneys, accountants, insurance advisors, and other professionals.
- Document client meetings, recommendations, and action plans in a clear, timely manner.
- Oversee the implementation of agreed-upon recommendations to ensure high-quality execution.
- Provide guidance, feedback, and mentoring to junior team members to support their professional development and advisory capabilities.
- Manage and support team members to ensure efficient delivery of client services.
Qualifications
- 7+ years of wealth management or other relevant professional experience.
- Bachelorโs degree required.
- Advanced degrees or other professional designations preferred.
- Deep interest in and understanding of ultra-high net worth investments, investment philosophy, and portfolio construction.
- Strong knowledge of income, gift, and estate tax planning, insurance planning, advanced intergenerational wealth transfer strategies, and philanthropic planning.
- Experience with business exit planning and familiarity with entrepreneur-owner-manager clients.