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
