Remote Opportunity Senior Financial Advisor

Senior Wealth AdvisorThe Senior Wealth Advisor partners closely with a Senior Partner to lead relationships with ultra-high-net-worth (UHNW) individuals and families. This role delivers high-touch, comprehensive wealth management and family office services and requires deep expertise in planning and investments, strong client-facing skills, and the ability to mentor team members while overseeing complex client engagements.Key ResponsibilitiesPartner with a Senior Partner to lead and manage UHNW client and family relationshipsDeliver integrated wealth management and family office solutions for existing and prospective clientsPerform complex analysis across financial, estate, income tax, insurance, and investment planningDesign and implement sophisticated portfolio strategies, including private and alternative investmentsClearly articulate the firm's services and value proposition to clients and prospectsCoordinate with external advisors, including attorneys, accountants, and insurance professionalsPrepare and document client meetings, recommendations, and action plansOversee implementation of client strategies to ensure high-quality executionProvide guidance, mentoring, and support to junior team membersQualifications7–10+ years of experience in wealth management or a related advisory roleBachelor's degree requiredProfessional credentials achieved or in progress strongly preferred, including combinations of:CPA, MST, JD, or LLMCFA or CIMACFPStrong knowledge of UHNW investment strategies, portfolio construction, and private investmentsExpertise in income, gift, and estate tax planning; insurance; advanced wealth transfer; and philanthropyExperience with business owners, entrepreneurs, and exit planningExceptional attention to detail, analytical ability, and follow-throughStrong interpersonal, written, and verbal communication skillsAbility to manage multiple priorities and meet deadlines independentlyJ-18808-Ljbffr