Private Wealth Advisor (Remote)

Role: Private Wealth Advisor Location: Remote Employment Type: Full-time Compensation: Competitive salary commensurate with experience, qualifications, and location. Indicative range: $90,000 – $180,000 (USD equivalent), plus benefits. Role Overview We are hiring a Private Wealth Advisor to serve high-net-worth and ultra-high-net-worth clients. The role combines sophisticated planning with strong relationship management — coordinating wealth strategies across investments, tax, estate, and philanthropy. Key Responsibilities - Manage relationships with HNW and UHNW clients and families - Coordinate sophisticated planning across investments, tax, trust, and estate - Partner with attorneys, CPAs, and other professionals on integrated solutions - Develop and implement long-term wealth strategies aligned to family goals - Lead complex client meetings and family wealth conversations - Grow the book through referrals and centre-of-influence relationships Required Skills and Qualifications - 5+...