Wealth Advisor - Remote

JCW; United States; Remote; USD 110,000 - 185,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to join their dynamic team. This role focuses on business development and acquiring high-net-worth clients while providing comprehensive financial planning services. The ideal candidate will leverage their existing network and proven track record in the wealth management space to build long-term relationships and deliver tailored advice. With a competitive compensation package and a collaborative environment, this position offers an exciting opportunity to make a significant impact in the financial services sector.

Qualifications

• Proven track record in business development and client acquisition.
• Strong experience in financial planning and wealth management.

Responsibilities

• Develop a book of business with HNW and UHNW clients.
• Conduct financial planning including investment and estate planning.
• Collaborate with internal teams to ensure integrated client service.

Skills

Business Development

Client Acquisition

Financial Planning

Wealth Management

Relationship Building

Job description

This range is provided by JCW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Our client, a family run $3B RIA is seeking a Senior Wealth Advisor to join their team. The ideal candidate will be responsible for business development, focusing on acquiring new high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role will also involve providing comprehensive financial planning services to clients.

Key Responsibilities:

• Develop and grow a book of business with HNW and UHNW clients or utilize an existing network to source new clients.
• Conduct financial planning for clients, including investment strategy, estate planning, tax planning, and retirement planning.
• Collaborate with the firm’s compliance, marketing, client services, and portfolio management teams to ensure clients receive integrated and efficient service.
• Build long-term relationships with clients, providing ongoing advice and support tailored to their financial goals.

Qualifications:

• Proven track record of business development and client acquisition within the HNW/UHNW space.
• Strong experience in financial planning and wealth management.
• Established network or existing book of business with HNW/UHNW individuals.
• Ability to work effectively with internal teams to deliver comprehensive client service.

Compensation:

• Base salary (range $110,000-$185,000 depending on experience) + industry leading commission structure.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Finance

Industries

Financial Services and Investment Management