Remote Opportunity - Senior Financial Advisor

Senior Financial Advisor supporting UHNW clients and families remotely, partnering with a Senior Partner to oversee day-to-day client engagements and lead wealth management/family office services. Responsibilities include leading relationships with UHNW individuals, conducting complex analysis across financial planning, estate and tax planning, insurance, and investments; designing and presenting integrated wealth management solutions; implementing sophisticated portfolio allocations including private and alternative investments; communicating the firm’s capabilities; coordinating with external advisory teams; documenting meetings and recommendations; overseeing execution of recommendations; and mentoring junior team members to support professional development and advisory capabilities.