Associate Financial Advisor - Fully Remote
30B+ AUM RIA
West Coast
Nationally recognized multi-billion AUM RIA is hiring an Associate Wealth Advisor to support Senior Advisors in delivering holistic wealth and investment advisory services to ultra-high-net-worth clients. This is not a sales-driven role, and no existing client book is required.
Highlights
Work as a support advisor and financial planner for UHNW clients, with a defined path toward a Senior Advisor position
Create customized financial plans using in-depth analysis and planning tools
Strong client interaction-participate in meetings and help build long-term relationships
Outstanding opportunity for professional development, mentorship, and growth
The firm consistently achieves over 30% annual growth in assets under management
Collaborative environment with robust support in planning, investments, operations, and client service
Fully Remote
Competitive compensation package including excellent benefits and bonuses
Requirements
- Bachelor's Degree
- Minimum of 2 years' experience in wealth management or a related financial advisory role