Wealth Advisor / Private Client Advisor

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description You’ll serve as the primary advisor to a select group of clients, managing both financial plans and multi-asset investment portfolios. This is a remote, flexible (20–30 hrs/week) opportunity designed for seasoned advisors who excel at relationship management, asset allocation, and long-term strategy execution. Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. Conduct asset allocation, portfolio reviews, and performance evaluations. Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications 5+ years of experience in wealth management, private banking, or RIA environments. Proven track record managing $20M+ in client assets. Expertise in financial planning, portfolio construction, and client communication. Strong interpersonal and relationship-building skills with a client-first mindset. Knowledge of financial planning software, CRM systems, and investment platforms. CFP, CFA, CPA, or MBA preferred. Benefits Flexible, 20–30 hour/week structure — ideal for experienced advisors balancing client work and strategic growth. Work remotely with a global team transforming wealth management through AI and analytics. Partner with innovative professionals across finance, data, and technology. Gain access to cutting-edge portfolio tools and intelligence platforms to enhance client outcomes. Build enduring client relationships with a focus on holistic, long-term financial success.