Private Wealth Advisor

Job not on LinkedIn

🕒 4 days 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%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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PCM Encore

WebsiteLinkedInAll Job Openings

2 - 10 employees

💸 Finance

💳 Fintech

Finance • Fintech

PCM Encore is an independent, employee-owned registered investment advisor and fiduciary wealth manager that grew out of the multi-billion-dollar family office of its CEO, Michael Paulus. The firm offers comprehensive, personalized wealth management and family office services to high-net-worth and ultra-high-net-worth clients, including investment and portfolio management, tax planning, retirement planning, estate and legacy planning, trust services, Social Security and Medicare guidance, strategic gifting, and fiduciary/advisory services. PCM Encore emphasizes transparency, open-architecture investing, and access to uncommon investment opportunities across asset classes, combining modern portfolio theory with fintech platform experience. The firm has multiple offices across the U. S. (Palo Alto, Bellevue, Aspen, Miami, Richmond, New York) and is SEC-registered.

📋 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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