Private Wealth Advisor (Remote)
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Key skills for this role
About the Role
We are seeking an experienced Private Wealth Advisor to deliver tailored financial planning and investment strategies to high-net-worth clients on a contractual basis. You will develop personalized financial plans, conduct portfolio reviews, and collaborate with tax and estate professionals.
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, rebalance assets, and adjust strategies
- 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, MoneyGuidePro, or comparable platforms
- Strong interpersonal skills with ability to build long term client relationships
- Experience working with clients in 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.
- This role focuses 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, aligning strategies with risk tolerance and life stage objectives.
- Conduct quarterly portfolio reviews to assess performance, rebalance assets, and adjust strategies based on market conditions and client needs.
- 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, translating complex financial data into clear, actionable recommendations.
- Maintain compliance with financial regulations and internal policies, ensuring all advice and documentation adhere to industry standards.
Required Skills & Qualifications
- Minimum 7 years of experience in wealth management or private banking, with a proven track record advising high net worth individuals.
- Series 7 and Series 65 licenses (or ability to obtain within 90 days), demonstrating regulatory knowledge in securities and investment advisory.
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or comparable platforms to model client scenarios.
- Strong interpersonal skills with the ability to build long term client relationships and communicate financial concepts to non experts.
- 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, with scope to influence long term wealth strategies across diverse portfolios.
- Growth potential includes expanding advisory services or transitioning to senior roles within the firm’s private wealth division.
Equal Opportunity Employer
- We hire based on skills and expertise. All qualified candidates are welcome regardless of background, experience, or prior employment history.
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