Remote Wealth Advisor for UHNW Planning

NPAworldwide; Tampa (FL); Remote; USD 85,000 - 110,000; Full time

Benefits offered by this job

Flat-fee advisory model

Remote work environment

401(k) with matching

Medical, dental, vision benefits

Paid time off

Dues reimbursement

Job summary

NPAworldwide is seeking a Wealth Advisor for a fully remote role within the continental United States time zones. The position offers a base salary of $85,000 to $110,000 with a bonus potential up to 20% and a focus on comprehensive wealth planning for high-net-worth clients.

You will collaborate with a Lead Wealth Advisor, lead planning discussions, and deliver strategic recommendations across cash flow, investments, tax, estate, and business planning, while mentoring junior staff and

Qualifications

• CFP designation or progress toward CFP and Series 65 license are required or preferred.
• Bachelor's degree in Financial Planning, Finance, Accounting, Economics, or related field.
• Experience: 4+ years of comprehensive planning or wealth advisory, with 2+ years in client-facing roles.
• Experience serving HNW clients incl. entrepreneurs and owners is preferred.

Responsibilities

• Partner with the Lead Wealth Advisor and own day-to-day planning for clients.
• Lead client meetings, present recommendations, and drive implementation.
• Develop analyses across cash flow, investments, tax, estate, risk, and business planning.
• Review tax returns and estate documents to identify opportunities and risks.
• Translate complex financial concepts into actionable client guidance and coordinate with CPAs, attorneys, and other advisors.
• Mentor Associate Wealth Advisors and contribute to process improvements and planning quality.

Skills

Client-facing advisory

Financial planning

Communication

Analytical thinking

Education

CFP designation or progress toward CFP

Series 65 license

Bachelor's degree in Financial Planning/Finance

Tools

eMoney

Excel

Schwab

Salesforce

Job description

NPAworldwide is seeking a Wealth Advisor for a fully remote role within the continental United States time zones. The position offers a base salary of $85,000 to $110,000 with a bonus potential up to 20% and a focus on comprehensive wealth planning for high-net-worth clients.

You will collaborate with a Lead Wealth Advisor, lead planning discussions, and deliver strategic recommendations across cash flow, investments, tax, estate, and business planning, while mentoring junior staff and