Private Wealth Advisor (Remote)
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Key skills for this role
About the Role
A client is seeking a Private Wealth Advisor on a contractual basis to deliver tailored financial planning and investment strategies to high-net-worth clients. The role requires 7+ years of experience in wealth management and Series 7/65 licenses.
Key Skills for This Role
Responsibilities
- Develop and implement personalized financial plans for clients with investable assets exceeding $1 million
- Conduct quarterly portfolio reviews to assess performance and rebalance assets
- Collaborate with tax attorneys and estate planners to structure wealth transfers and minimize tax liabilities
- Prepare detailed financial reports and projections for client meetings
- Maintain compliance with financial regulations and internal policies
Requirements
- Minimum 7 years of experience in wealth management or private banking
- Series 7 and Series 65 licenses (or ability to obtain within 90 days)
- Proficiency in financial planning software such as eMoney or MoneyGuidePro
- Strong interpersonal skills and ability to build long term client relationships
- Experience with estate planning, tax optimization, and philanthropic giving strategies
Full Job Posting
Role Overview
- We are hiring for one of our clients, seeking a Personal Financial Advisor (Private Wealth) on a contractual basis.
- Deliver tailored financial planning and investment strategies to high net worth clients.
- Focus on private wealth management, ensuring clients’ financial goals align with long term wealth preservation and growth.
Key Responsibilities
- Develop and implement personalized financial plans for clients with investable assets exceeding $1 million.
- Conduct quarterly portfolio reviews to assess performance, rebalance assets, and adjust strategies.
- Collaborate with tax attorneys and estate planners to structure wealth transfers, minimize tax liabilities, and optimize estate plans.
- Prepare detailed financial reports and projections for client meetings.
- Maintain compliance with financial regulations and internal policies.
Required Skills & Qualifications
- Minimum 7 years of experience in wealth management or private banking.
- Series 7 and Series 65 licenses (or ability to obtain within 90 days).
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or comparable platforms.
- Strong interpersonal skills with the ability to build long term client relationships.
- Experience working with clients in estate planning, tax optimization, and philanthropic giving strategies.
More About the Opportunity
- This role offers the opportunity to contribute to a global network of high net worth clients.
- Growth potential includes expanding advisory services or transitioning to senior roles within the firm’s private wealth division.
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