Remote Wealth Advisor | WFH Opportunity

Join Our Esteemed Wealth Management Firm as a Wealth Advisor - Remote

We invite you to become a pivotal member of our distinguished wealth management team. This role offers a unique opportunity to cultivate and manage relationships with ultra-high net worth clients. You will play a critical role in identifying and developing potential clients, facilitating their transition into valued partners, and, in turn, contributing to the firm’s revenue growth and asset expansion. This position is based remotely, with headquarters located in Naples, Florida.

Key Responsibilities

• Initiate and foster new relationships with ultra-high net worth clients.
• Source and develop potential client prospects.
• Oversee the conversion process of leads into clients.
• Drive revenue growth and enhance asset management.
  
  

Required Skills

• Extensive experience within the wealth management sector, with a comprehensive understanding of various product areas.
• Profound knowledge of investments, tax and estate planning, and relevant banking services.
• A proven history of successful client development and business-building.
• Exceptional collaboration and communication capabilities, fostering a team-oriented environment.
• Self-motivated and results-driven.
  
  

Qualifications

• An M.B.A. or J.D. is preferred, or an equivalent combination of education and experience.
• Significant experience in wealth management is essential.
• Demonstrated success in relationship management and business development.
  
  

Career Growth Opportunities

We are committed to nurturing talent and providing personalized development pathways for our employees, including tuition reimbursement support, ensuring our team members can continue to enhance their skills and advance their careers.

Company Culture And Values

As a leading multifamily office managing over $200 billion in assets for 3,000 individuals and families, our firm prides itself on a deeply rooted fiduciary ethos and a collaborative culture. Established in 1907 and independently owned by a single family, our focus remains unwaveringly on private wealth management.

Compensation And Benefits

We offer a competitive compensation package, including:

• Base salary plus discretionary annual bonuses for selected positions.
• A robust 401(k) plan with a generous annual profit-sharing contribution.
• Comprehensive medical, dental, and vision plans with no employee contribution required for coverage.
• Employee assistance programs and wellness offerings.
• A hybrid work environment, balancing in-office and remote work.
• Generous paid time off and parental leave policies.
• Employer-covered life insurance and disability coverage.
• Legal and financial wellness services provided at no cost to employees.
  
  

We are dedicated to fostering a diverse and inclusive workplace and are proud to be an equal opportunity employer. We encourage applicants from all backgrounds to consider this exciting opportunity.

Employment Type: Full-Time