Wealth Management Advisor

Job Title: Remote Wealth Management Advisor
Hourly Pay: $50 - $56/hour

Summary:

We are seeking an experienced Wealth Management Advisor to join our remote team. In this role, you will work with high-net-worth clients to develop tailored financial strategies that support their long-term goals. You’ll provide guidance on investment management, estate and tax planning, and risk mitigation. If you're skilled in wealth advisory and enjoy helping clients navigate complex financial decisions, this is an excellent opportunity to apply your expertise in a flexible work-from-home setting.

Key Responsibilities:

• Create personalized wealth management plans covering investments, taxes, and estate planning
• Advise clients on retirement strategies, risk management, and portfolio diversification
• Adjust portfolios as needed to stay aligned with goals and market conditions

• Educate clients on tax-efficient strategies and market opportunities

• Maintain open communication and build long-term client relationships

• Stay informed on financial regulations, products, and market trends

• Work with legal and tax advisors to provide integrated financial solutions

Qualifications:

• Proven experience in wealth or investment management

• Strong knowledge of financial planning, estate and tax strategies

• Excellent interpersonal and communication skills

• Familiarity with investment products and portfolio analysis

• CFP certification or related credentials preferred

• Ability to manage clients independently in a remote environment

• Reliable internet and quiet home office

Perks & Benefits:

• Fully remote role with flexible hours

• Hourly pay: $50 - $56 based on experience

• Paid onboarding and ongoing development

• Opportunities for advancement in a growing advisory firm

• Collaborative and professional team culture