Private Wealth Advisor

Job not on LinkedIn

🔥 26 minutes ago

⛰️ Colorado, New York, +1 more states – Remote

⛰️ Colorado – Remote 🗽 New York – Remote ☕ Washington – Remote

💵 $150k - $180k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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Barron's

WebsiteLinkedInAll Job Openings

51 - 200 employees

📱 Media

💸 Finance

Media • Finance

Barron's is a long-established U. S. financial news and analysis publication (part of Dow Jones) that covers markets, stocks, investing, financial advisors, economic news, and related commentary. It publishes a weekly magazine, website content, newsletters, lists and rankings of advisors, market data and analysis, podcasts, videos and events aimed at investors and financial professionals. The outlet focuses on market-driven journalism, investment ideas, and tools to help readers make financial decisions.

📋 Description

• Conduct welcome calls and ongoing financial planning meetings, involving the Investment Policy Committee, Tax Advisor, and other team members when appropriate • Serve as the primary point of contact for client questions and planning needs • Maintain accurate and complete client profiles in Salesforce, Orion, and planning software • Onboard up to three households per week and manage 120+ households at full capacity • Develop, maintain, and update comprehensive holistic financial plans • Provide proactive planning recommendations aligned with client goals • Coordinate planning with internal Tax, Estate, and Investment partners • Identify clients appropriate for unique or opportunistic investment solutions in collaboration with the Investment Policy Committee • Build and implement customized investment recommendations with the Investment Policy Committee • Review portfolio suitability and accuracy with the Investment Policy Committee and Tax team at least annually • Review client billing with the Investment Policy Committee and/or Compliance • Prepare for, lead, and follow up on client meetings • Conduct proactive client outreach beyond scheduled meetings • Schedule and manage client meeting cadence using technology where possible • Request and coordinate client swag and appreciation initiatives • Manage client meeting logistics, documentation, and action items

🎯 Requirements

• Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting • Owned the relationship for at least 80 households • Strong technical foundation in financial planning, investments, and tax-aware strategies • Excellent client communication and relationship management skills • Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, and bond laddering • High attention to detail and ability to manage multiple client relationships simultaneously • Collaborative mindset with comfort working alongside investment, tax, and operations teams • Series 65 required • CFP® or similar preferred • Intellectual curiosity and passion for wealth advisory • Strong organizational and project management skills • Ability to communicate sophisticated financial planning concepts to teammates and clients • Process-oriented mindset combined with strategic thinking • Team-first attitude with willingness to take ownership of outcomes • High degree of professionalism, discretion, and client service orientation

🏖️ Benefits

• Revenue sharing on book: Actively building out • Flexibility above the existing compensation range for exceptional talent

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