Senior Wealth Advisor
**Fully Remote - can work from anywhere in the US**
We serve entrepreneurs and high-net-worth families whose financial lives have outgrown generic advice. This is the strategic relationship seat — the advisor clients call first when investments, tax, estate, liquidity, business, and family decisions intersect. You keep your book, your relationships, and your advisory style; we build the capability around you.
What the Platform Provides
- CIO-led investment management and a standing Investment Committee
- Integrated tax strategy through Wealthrive, our affiliated tax-strategy firm, built directly into the investment process
- Direct access to attorneys, CPAs, planners, and specialist expertise
- Direct indexing and tax-aware portfolio construction tools
- Trading, rebalancing, operations, compliance, billing, and technology support
- Proprietary discovery and planning tools to help you go deeper with clients on what their wealth is actually for
What You Own
- The client relationship and strategic advisory seat
- Discovery, advice, and whole-picture financial judgment
- Prospecting, referrals, COI development, and new business closing
- Collaboration with the CIO and specialists on complex client situations
- Ongoing relationship leadership and implementation accountability
What We Handle
- Portfolio construction, routine trading, and rebalancing
- Compliance and regulatory infrastructure
- Billing, account administration, and operations
- Technology and vendor management
- Specialized tax, estate, and planning depth
Senior Wealth Advisor (Multi Family Office) in New York City Metropolitan Area at Confidential
This position is listed as full time and able to be worked remotely. It was posted last week.