Senior Wealth Advisor — UHNW & Family Office (Remote)

Right Executive Search, LLC; United States; Remote; USD 140,000 - 220,000; Full time

Benefits offered by this job

401(k) with employer match

Health, dental, and vision benefits

Fully remote schedule

Generous paid time off

Disability coverage

Work-from-home stipend

Professional designation dues reimburs

No proactive business development

Job summary

Right Executive Search, LLC is seeking a Lead Wealth Advisor for a boutique, fee-only wealth advisory client serving UHNW families. You will own the advisory relationships and guide family-office planning across tax, estate, investments, and private assets.

This remote role operates across four continental US time zones, with a high base salary and a performance bonus up to 20%, and no proactive business development requirement in a collaborative, ownership-driven culture.

Qualifications

• CFP designation and Series 65 license; CPA, CPWA, CFA, EA, JD or graduate education is a plus.
• Bachelor's degree, ideally in Financial Planning, Finance, Accounting, Economics, or a related field.
• 8+ years of planning or wealth advisory experience, with 4+ years as the primary advisor for complex HNW or UHNW client relationships.
• Proven ability to integrate advice across tax, estate, investments, business interests, real estate, and private investments.
• Demonstrated team leadership: setting priorities, delegating, mentoring, developing talent, driving accountability, and promoting a positive work environment.

Responsibilities

• Own the advisory relationship and client experience for a group of complex HNW and UHNW families
• Develop a deep understanding of each client's goals, family dynamics, businesses, investments, and concerns
• Lead strategic client meetings, helping clients evaluate alternatives, tradeoffs, and major decisions
• Set planning direction across investments, tax, estate, cash flow, risk, business interests, real estate, and private investments
• Establish priorities and bring together the right internal and external resources
• Lead, manage, and hold the advisory team accountable through clear priorities, delegation, and feedback
• Partner with Wealth Advisors, Associates, investment professionals, and Family Office team members
• Coordinate strategies with clients' CPAs, attorneys, insurance professionals, and business advisors
• Manage client expectations and scope while driving recommendations through implementation
• Mentor advisors and help shape the firm's planning approach, service model, and family-office capabilities

Skills

CFP designation

Series 65 license

CPA

CPWA

CFA

JD

Education

Bachelor's degree in Financial Planning, Finance, Accounting, Economics, or related field

Job description

Right Executive Search, LLC is seeking a Lead Wealth Advisor for a boutique, fee-only wealth advisory client serving UHNW families. You will own the advisory relationships and guide family-office planning across tax, estate, investments, and private assets.

This remote role operates across four continental US time zones, with a high base salary and a performance bonus up to 20%, and no proactive business development requirement in a collaborative, ownership-driven culture.