Financial Advisor

Coverys Inc; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Coverys Inc. is seeking a Financial Advisor to build a meaningful, profitable wealth management practice within a client-focused, independent firm.

This fully remote opportunity is ideal for an experienced advisor who values professional independence and ownership of client relationships. You will work with affluent individuals, families, and professionals, delivering comprehensive wealth management solutions while leveraging the firm's resources and established infrastructure—all from a remote

Responsibilities

• Develop and maintain long-term relationships with high-net-worth individuals, families, professionals, and business owners.
• Serve as a trusted advisor, helping clients navigate complex financial decisions.
• Conduct comprehensive discovery meetings to understand clients' goals, priorities, opportunities, and concerns.
• Deliver ongoing financial guidance, portfolio reviews, and proactive client service.
• Develop comprehensive financial plans and personalized wealth management strategies.
• Recommend appropriate investment allocations, portfolio strategies, and risk management solutions.
• Identify opportunities for tax-efficient investing, retirement planning, estate planning, and wealth preservation.
• Coordinate with clients' CPAs, attorneys, and other professional advisors to support integrated financial decision-making.
• Help clients address liquidity needs, retirement income, business succession, and multigenerational wealth transfer.
• Build and grow a client base through professional networking, referrals, strategic relationships, and proactive business development.
• Develop relationships with centers of influence, including attorneys, accountants, physicians, and business professionals.
• Identify prospective clients who would benefit from comprehensive private wealth management.
• Represent Coverys Inc. professionally within the community and through appropriate marketing initiatives.
• Establish a disciplined approach to prospecting, client acquisition, and practice growth.
• Act in clients' best interests and uphold the firm's fiduciary standards.
• Maintain accurate client documentation and comply with applicable regulatory requirements.
• Demonstrate sound professional judgment, discretion, and ethical conduct.
• Stay informed about financial markets, investment strategies, tax planning developments, and industry best practices.

Job description

We are looking for a Financial Advisor who wants to build a meaningful, profitable, and sustainable wealth management practice within an independent, client-focused firm.

This is a fully remote opportunity. This role is ideal for an experienced advisor who values professional independence, takes ownership of client relationships, and wants to deliver a higher level of financial advice.

At Coverys Inc., you will have the opportunity to work with affluent individuals, successful professionals, physicians, business owners, executives, and families with complex financial needs.

You will be able to focus on developing relationships, attracting new clients, and delivering exceptional wealth management solutions while leveraging the firm's investment philosophy, planning resources, professional relationships, and established infrastructure—all from a remote work environment.

Key Responsibilities

Client Relationship Management

• Develop and maintain long-term relationships with high-net-worth individuals, families, professionals, and business owners.
• Serve as a trusted advisor, helping clients navigate complex financial decisions.
• Conduct comprehensive discovery meetings to understand clients' goals, priorities, opportunities, and concerns.
• Deliver ongoing financial guidance, portfolio reviews, and proactive client service.

Wealth Planning & Investment Management

• Develop comprehensive financial plans and personalized wealth management strategies.
• Recommend appropriate investment allocations, portfolio strategies, and risk management solutions.
• Identify opportunities for tax-efficient investing, retirement planning, estate planning, and wealth preservation.
• Coordinate with clients' CPAs, attorneys, and other professional advisors to support integrated financial decision-making.
• Help clients address liquidity needs, retirement income, business succession, and multigenerational wealth transfer.

Business Development

• Build and grow a client base through professional networking, referrals, strategic relationships, and proactive business development.
• Develop relationships with centers of influence, including attorneys, accountants, physicians, and business professionals.
• Identify prospective clients who would benefit from comprehensive private wealth management.
• Represent Coverys Inc. professionally within the community and through appropriate marketing initiatives.
• Establish a disciplined approach to prospecting, client acquisition, and practice growth.

Professional Standards

• Act in clients' best interests and uphold the firm's fiduciary standards.
• Maintain accurate client documentation and comply with applicable regulatory requirements.
• Demonstrate sound professional judgment, discretion, and ethical conduct.
• Stay informed about financial markets, investment strategies, tax planning developments, and industry best practices.