Private Wealth Advisor & Relationship Manager (Remote)

Lead Advisor; United States; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical coverage

Flexible remote/hybrid work

Job summary

Lead Advisor is a wealth management consulting and search firm recruiting for a client firm. The Associate Private Wealth Advisor serves as the trusted primary contact for an established client base, delivering personalized service and holistic planning.

This national, primarily virtual role leverages firm-provided tools and Zoom to deliver comprehensive financial planning solutions. The ideal candidate has 5+ years of client-facing advisory experience and a passion for holistic financial

Qualifications

• At least 5 years of client-facing advisory experience.
• Strong passion for holistic financial planning.
• Ability to thrive in a national, virtual practice with remote collaboration tools.
• Proficiency with Zoom or similar platforms.

Responsibilities

• Expand the client base through referrals and next-generation relationship development.
• Deliver holistic financial planning solutions, including investments, insurance, and advanced planning strategies.
• Lead discovery meetings, plan presentations, and periodic review sessions to ensure alignment with client goals and risk profiles.
• Prepare and present financial plans and recommendations.
• Maintain and strengthen long-term client relationships through exceptional service.
• Update client plans and recommend appropriate financial products and strategies.
• Ensure a consistently high-quality client experience across all interactions.

Skills

Client advisory experience

Relationship management

Business development

Holistic financial planning

Job description

Lead Advisor is a wealth management consulting and search firm recruiting for a client firm. The Associate Private Wealth Advisor serves as the trusted primary contact for an established client base, delivering personalized service and holistic planning.

This national, primarily virtual role leverages firm-provided tools and Zoom to deliver comprehensive financial planning solutions. The ideal candidate has 5+ years of client-facing advisory experience and a passion for holistic financial