Remote Private Wealth Advisor for High-Net-Worth Clients

Counterweight Private Wealth; Raleigh (NC); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Employer-matched 401(k)

Paid time off

Ongoing training support

Equipment provided

Job summary

A leading financial advisory firm is seeking a Wealth Advisor to manage client relationships and provide sophisticated financial planning. You will lead engagements in areas such as retirement and tax planning, while building deep client connections. Ideal candidates will have at least 5 years of experience, excellent communication skills, and a commitment to high-quality service. This full-time remote position offers competitive compensation, with opportunities for professional development and a supportive work environment.

Qualifications

• Minimum of 5 years of experience, preferably at a Registered Investment Advisor.
• Deeply knowledgeable in financial planning disciplines.
• Exceptional communicator who translates complex concepts.

Responsibilities

• Lead comprehensive financial planning engagements.
• Develop and present investment strategies aligned with client goals.
• Analyze tax planning opportunities with clients' advisors.
• Guide clients through Social Security and legacy planning.

Skills

Financial planning

Client communication

Tax planning

Wealth management

Relationship building

Job description

A leading financial advisory firm is seeking a Wealth Advisor to manage client relationships and provide sophisticated financial planning. You will lead engagements in areas such as retirement and tax planning, while building deep client connections. Ideal candidates will have at least 5 years of experience, excellent communication skills, and a commitment to high-quality service. This full-time remote position offers competitive compensation, with opportunities for professional development and a supportive work environment.