Elite Private Wealth Advisor - Holistic Planning Lead (Relocation)

PCM Encore; New York (NY); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Relocation support

Revenue sharing

Job summary

PCM Encore, a fast-growing Registered Investment Advisor, seeks a Private Wealth Advisor to lead financial planning and client relationships for assigned households. You will deliver proactive wealth planning, partner with internal specialists, and ensure a high-touch client experience throughout the client lifecycle.

The ideal candidate will have strong relationship management, meticulous attention to detail, and a holistic planning mindset, coordinating with IPC, Tax, Estate, and Investment

Qualifications

• 3+ years as Wealth Advisor or Financial Planner with 80+ household ownership.
• Strong foundation in financial planning, investments, and tax-aware strategies.
• Excellent client communication and relationship management skills.
• Familiarity with direct indexing, private credit, Opportunity Zone investments, alternatives.

Responsibilities

• Onboard up to three households per week and manage 120+ households at full capacity.
• Lead welcome calls and ongoing financial planning meetings with IPC, Tax Advisor, and others.
• Maintain client profiles in Salesforce, Orion, and planning software.
• Coordinate planning with Tax, Estate, and Investment partners.
• Deliver proactive planning recommendations aligned with client goals.

Skills

Relationship management

Client communication

Attention to detail

Team collaboration

Financial planning

Education

Series 65

Tools

Salesforce

Orion

Planning software

Job description

PCM Encore, a fast-growing Registered Investment Advisor, seeks a Private Wealth Advisor to lead financial planning and client relationships for assigned households. You will deliver proactive wealth planning, partner with internal specialists, and ensure a high-touch client experience throughout the client lifecycle.

The ideal candidate will have strong relationship management, meticulous attention to detail, and a holistic planning mindset, coordinating with IPC, Tax, Estate, and Investment