Wealth Advisor

Right Executive Search, LLC; United States; Remote; USD 85,000 - 110,000; Full time

Benefits offered by this job

Remote work schedule

401(k) match up to 4%

Medical, dental, vision insurance

Paid time off

Reimbursement for designation dues

Job summary

Right Executive Search, LLC is assisting a boutique, fee-only wealth advisory firm in recruiting a Wealth Advisor for a fully remote role across the four continental US time zones. You will own significant day-to-day planning, partner with the Lead Wealth Advisor, and deliver tailored client recommendations across cash flow, investments, tax, estate, and risk planning.

The ideal candidate holds or is pursuing CFP designation, plus Series 65, with 4+ years in comprehensive wealth planning and 2+

Qualifications

• CFP designation or progress toward CFP designation, in addition to a Series 65 license.
• Bachelor’s degree, ideally in Financial Planning, Finance, Accounting, Economics, or a related field
• 4+ years of comprehensive planning or wealth advisory experience, including 2+ years in a client-facing advisory role
• Experience serving HNW clients beyond accumulation and retirement planning; experience advising entrepreneurs and business owners on their unique needs is strongly preferred
• Experience reviewing individual tax returns (including K-1s) and estate planning documents
• Proficiency with eMoney or a similar planning platform and strong Excel skills; experience with Schwab and Salesforce is a plus
• Strong communication and organizational skills, a sense of ownership, and sound judgment on when to elevate issues
• Proactive, self-motivated, and passionate about helping clients and supporting team success

Responsibilities

• Partner with Lead Wealth Advisor on day-to-day planning and client needs
• Participate in client meetings, lead discussions, and present recommendations
• Develop analyses across cash flow, investments, tax, estate, risk, and business planning
• Review tax returns, estate documents, and investment statements to identify opportunities and risks
• Translate complex financial concepts into clear, actionable client recommendations
• Address day-to-day client questions, using judgment on when to involve the Lead Wealth Advisor or specialists
• Drive assigned recommendations through implementation and follow-up
• Coordinate directly with clients, CPAs, attorneys, insurance professionals, and other outside advisors
• Maintain accurate plans, assumptions, and client information in eMoney and Salesforce
• Mentor Associate Wealth Advisors and contribute to process improvements and planning quality

Skills

CFP/Series 65

HNW client experience

Client-facing advisory

Communication skills

Self-motivated

Ownership mindset

Planning experience

Tax & estate planning

eMoney planning

Excel skills

Salesforce

Schwab familiarity

Mentoring/leadership

Education

Bachelor’s degree in Financial Planning / Finance / Accounting / Economics

Tools

eMoney

Excel

Schwab

Salesforce

Job description

Location: Remote (within the four time zones in the continental United States)

Industry: Wealth Management, Independent Fee-Only RIA

Salary: $85,000 to $110,000 base, plus an annual performance bonus of up to 20%

About the Company and Role

Our client is a thriving, boutique, fee-only wealth advisory firm serving high-net-worth entrepreneurs, business owners, and real estate investors, generally with net worth of $20 million or more, and providing family office services. They are intentionally building a firm where talented advisors can learn from experienced professionals, take on greater responsibility as their capabilities develop, and build a long-term career serving sophisticated families. If you’re looking to develop into an exceptional wealth advisor while doing meaningful work alongside a collaborative, high-performing team, this may be the right role for you!

The Wealth Advisor partners with the Lead Wealth Advisor and takes ownership of significant day-to-day planning and client needs, from analysis and recommendations through implementation. This role suits an enthusiastic, resourceful professional who holds or is working toward the CFP® designation. The ideal candidate enjoys complexity, takes ownership, and is passionate about delivering exceptional client service.

Key Responsibilities

• Partner with the Lead Wealth Advisor while owning significant day-to-day planning and client needs
• Participate actively in client meetings, lead portions of discussions, and present recommendations
• Develop comprehensive analyses and recommendations across cash flow, investments, tax, estate, risk, and business planning
• Review tax returns, estate documents, and investment statements to identify opportunities and risks
• Translate complex financial concepts into clear, actionable client recommendations
• Address day-to-day client questions, using judgment on when to involve the Lead Wealth Advisor or specialists
• Drive assigned recommendations through implementation and follow-up
• Coordinate directly with clients, CPAs, attorneys, insurance professionals, and other outside advisors
• Maintain accurate plans, assumptions, and client information in eMoney and Salesforce
• Mentor Associate Wealth Advisors and contribute to process improvements and planning quality

Qualifications

• CFP® designation or progress toward the CFP® designation, in addition to a Series 65 license
• Bachelor's degree, ideally in Financial Planning, Finance, Accounting, Economics, or a related field
• 4+ years of comprehensive planning or wealth advisory experience, including 2+ years in a client-facing advisory role
• Experience serving HNW clients beyond accumulation and retirement planning; experience advising entrepreneurs and business owners on their unique needs is strongly preferred
• Experience reviewing individual tax returns (including K-1s) and estate planning documents
• Proficiency with eMoney or a similar planning platform and strong Excel skills; experience with Schwab and Salesforce is a plus
• Strong communication and organizational skills, a sense of ownership, and sound judgment on when to elevate issues
• Proactive, self-motivated, and passionate about helping clients and supporting team success

What Our Client Offers

• Meaningful work at a thriving, independent, fee-only RIA in a family office environment, delivering comprehensive planning across tax, estate, business interests, liquidity events, and private investments
• A transparent, flat-fee advisory model that puts client needs first, without product sales or commissions
• A collaborative, high-performing team culture built on ownership, curiosity, and sound judgment, empowering advisors to deliver exceptional advice and client service
• Career advancement opportunities within a growing firm serving high-net-worth and ultra-high-net-worth clients with complex financial needs
• Competitive base salary plus a performance-based annual bonus
• 401(k) with an employer match of up to 4%, with eligibility after 90 days
• Comprehensive medical, dental, and vision benefits with employer contributions toward coverage
• Work-life balance supported by a fully remote schedule and generous paid time off to rest, recharge, and enjoy life outside of work
• Employer-paid short- and long-term disability coverage after 12 months
• A stipend for work-from-home expenses and reimbursement for professional designation dues
• A relationship-focused advisory role with no requirement for proactive business development

Keywords