Private Wealth Advisor — Equity & Tech-Driven Growth

PCM Encore; Aspen (CO); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Revenue sharing on book

Job summary

PCM Encore is seeking an experienced Private Wealth Advisor to lead financial planning and client relationships for assigned households within a growing multi-family office. The role prioritizes proactive planning and collaboration with internal specialists to deliver sophisticated wealth solutions.

The compensation includes broad equity ownership and revenue sharing, aligning success with client outcomes as the firm builds an institutional-quality platform without bureaucratic constraints.

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 client onboarding and ongoing financial planning meetings with IPC and Tax Advisor.
• Serve as primary point of contact for client questions and planning needs.
• Maintain accurate client profiles in Salesforce, Orion, and 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.

Skills

Relationship management

Financial planning

Investments

Tax-aware strategies

Client communication

Attention to detail

Collaboration

Job description

PCM Encore is seeking an experienced Private Wealth Advisor to lead financial planning and client relationships for assigned households within a growing multi-family office. The role prioritizes proactive planning and collaboration with internal specialists to deliver sophisticated wealth solutions.

The compensation includes broad equity ownership and revenue sharing, aligning success with client outcomes as the firm builds an institutional-quality platform without bureaucratic constraints.