Senior Wealth Advisor-Remote

Overview

This organization is seeking a Senior Wealth Manager who enjoys building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive growth by representing the firm’s value proposition, delivering high-touch client service, and serving as a trusted advisor to high-net-worth clients, with support from a collaborative team.

Senior Wealth Managers are long-term strategic hires with a clear path to ownership.

Responsibilities

• Build and lead relationships with high-net-worth clients as the primary advisor/decision-maker
• Lead client discovery and review meetings, including advanced planning scenarios
• Deliver integrated strategies across tax, estate, investments, retirement, and risk management
• Coordinate tax strategy with external CPAs
• Guide clients through retirement income and distribution planning
• Partner with estate attorneys on legacy planning
• Lead the full discovery and onboarding process for new clients
• Generate new business through referrals, firm-generated leads, and personal networks
• Contribute consistently to revenue growth and new client acquisition
• Clearly articulate the firm’s value proposition and act as an ambassador for the organization

Requirements

Education & Credentials

• Bachelor’s degree from an accredited four-year university (social sciences or business preferred)
• CFP® designation required

Experience

• 6+ years serving as a lead advisor or consultant for high-net-worth clients within a wealth management firm or the tax division of an accounting firm
• Proven experience as the primary relationship owner for complex client households

Lead Advisor Capabilities

• Serve as the primary advisor and decision-maker for high-net-worth clients
• Lead client review and discovery meetings, including advanced planning scenarios
• Deliver strategies across tax, estate, investments, retirement, and risk management
• Coordinate tax strategy with external CPAs
• Experience with equity compensation planning, business owners, or other specializations is a plus
• Guide clients through retirement income and distribution planning
• Partner with estate attorneys on legacy planning

Technical & Analytical Skills

• Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
• Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
• Commitment to a fee-only, client-first planning environment
• Belief in academically grounded investment philosophy
• Respect for confidentiality and fiduciary responsibility

Leadership & Growth Mindset

• Invest in the development of Planners and Wealth Managers
• Strong communication skills (written, verbal, and interpersonal)
• Positive, client-focused attitude
• Self-motivated and able to operate independently

Compensation & Benefits

• Competitive compensation with annual bonuses
• Comprehensive benefits package
• Daily catered lunch
• Free access to an on-site workout facility
• Professional development support