Private Wealth Advisor — Equity Ownership & Elite Relationships

PCM Encore; United States; Remote; USD 150,000 - 180,000; Full time

Job summary

PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. We are seeking an experienced Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households, delivering proactive, holistic wealth planning and partnering with internal specialists to ensure a high-touch client experience.

The ideal candidate will own the client journey, coordinate with Tax, Estate, and Investment teams, and help scale a

Qualifications

• Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households.
• Strong technical foundation in financial planning, investments, and tax-aware strategies.
• Excellent client communication and relationship management skills.
• Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc.
• High attention to detail and ability to manage multiple client relationships simultaneously.
• Collaborative mindset with comfort working alongside investment, tax, and operations teams.

Responsibilities

• Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate.
• Serve as the primary point of contact for all client questions and planning needs.
• Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software.
• Onboard up to three households per week, with an expectation of managing 120+ households at full capacity.
• Develop, maintain, and update comprehensive and holistic financial plans.
• Provide ongoing, proactive planning recommendations aligned with client goals.
• Coordinate planning efforts with internal Tax, Estate, and Investment partners.
• Identify clients who may be appropriate for unique or opportunistic investment solutions, in collaboration with IPC.
• Partner with IPC to build and implement customized investment recommendations. For less-tailored portfolios, build recommendations without involving IPC.
• Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios.
• Review client billing in partnership with IPC and/or Compliance.
• Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up.
• Conduct proactive client outreach beyond scheduled meetings.
• Schedule and manage client meeting cadence, leveraging technology where possible.
• Request and coordinate client swag and appreciation initiatives.
• Manage client meeting logistics, documentation, and action items.

Skills

Relationship management

Client communication

Financial planning

Tax-aware strategies

Tools

Salesforce

Orion

Planning software

Job description

PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. We are seeking an experienced Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households, delivering proactive, holistic wealth planning and partnering with internal specialists to ensure a high-touch client experience.

The ideal candidate will own the client journey, coordinate with Tax, Estate, and Investment teams, and help scale a