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Role Description
You’ll serve as the primary advisor to a select group of clients, managing both financial plans and multi-asset investment portfolios. This is a remote, flexible (20–30 hrs/week) opportunity designed for seasoned advisors who excel at relationship management, asset allocation, and long-term strategy execution.
Responsibilities
- Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice.
- Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance.
- Conduct asset allocation, portfolio reviews, and performance evaluations.
- Identify opportunities to grow client AUM through strategic referrals and value-driven engagement.
- Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools.
- Maintain a deep understanding of tax, estate, and retirement planning strategies.
Qualifications
- 5+ years of experience in wealth management, private banking, or RIA environments.
- Proven track record managing $20M+ in client assets.
- Expertise in financial planning, portfolio construction, and client communication.
- Strong interpersonal and relationship-building skills with a client-first mindset.
- Knowledge of financial planning software, CRM systems, and investment platforms.
- CFP, CFA, CPA, or MBA preferred.
Benefits
- Flexible, 20–30 hour/week structure — ideal for experienced advisors balancing client work and strategic growth.
- Work remotely with a global team transforming wealth management through AI and analytics.
- Partner with innovative professionals across finance, data, and technology.
- Gain access to cutting-edge portfolio tools and intelligence platforms to enhance client outcomes.
- Build enduring client relationships with a focus on holistic, long-term financial success.
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