Role: Private Wealth Advisor (Remote) Location: Remote (Work from Anywhere) Payout: Competitive, based on experience

Role Overview: We are hiring for one of our clients, seeking a Personal Financial Advisor (Private Wealth) on a contractual basis to deliver tailored financial planning and investment strategies to high-net-worth clients. This role focuses on private wealth management, ensuring clients’ financial goals align with long-term wealth preservation and growth. The work directly impacts client financial security and legacy planning, requiring precision and trust.

Key Responsibilities: • Develop and implement personalized financial plans for clients with investable assets exceeding $1 million, aligning strategies with risk tolerance and life-stage objectives. • Conduct quarterly portfolio reviews to assess performance, rebalance assets, and adjust strategies based on market conditions and client needs. • Collaborate with tax attorneys and estate planners to structure wealth transfers, minimize tax liabilities, and optimize estate plans. • Prepare detailed financial reports and projections for client meetings, translating complex financial data into clear, actionable recommendations. • Maintain compliance with financial regulations and internal policies, ensuring all advice and documentation adhere to industry standards.

Required Skills & Qualifications: • Minimum 7 years of experience in wealth management or private banking, with a proven track record advising high-net-worth individuals. • Series 7 and Series 65 licenses (or ability to obtain within 90 days), demonstrating regulatory knowledge in securities and investment advisory. • Proficiency in financial planning software such as eMoney, MoneyGuidePro, or comparable platforms to model client scenarios. • Strong interpersonal skills with the ability to build long-term client relationships and communicate financial concepts to non-experts. • Experience working with clients in estate planning, tax optimization, and philanthropic giving strategies.

More About the Opportunity: This role offers the opportunity to contribute to a global network of high-net-worth clients, with scope to influence long-term wealth strategies across diverse portfolios. Growth potential includes expanding advisory services or transitioning to senior roles within the firm’s private wealth division.

Equal Opportunity Employer: We hire based on skills and expertise. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are reviewed solely on demonstrated technical ability and qualifications.