Wealth Management Advisor

Company Description Remnant Wealth serves family-owned businesses and growth-minded families seeking coordinated tax, wealth, and exit planning. The firm provides integrated tax and wealth strategies supported by a team with specialized credentials, including EA, CLU®, ChFC®, TCPC®, and CExP™. Its approach is built around four value pillars: proactive tax planning, tax-smart wealth design, business exit planning, and legacy readiness. Remnant Wealth focuses on helping clients compound after-tax returns, protect their legacy, and structure exits on their own terms. Role Description This is a full-time remote role for a Wealth Management Advisor. The advisor will design and implement comprehensive financial and wealth strategies for family-owned businesses and growth-minded families, with a focus on tax efficiency, retirement readiness, investment planning, and exit planning. Day-to-day responsibilities include assessing client goals and financial circumstances, developing tailored financial plans, recommending and monitoring investment portfolios, and coordinating tax, business, and estate planning strategies with internal specialists and external professionals. The advisor will conduct regular client reviews, prepare clear planning and portfolio reports, and proactively identify opportunities to optimize after-tax outcomes and preserve family wealth. The role also involves maintaining detailed documentation, supporting business development efforts, and upholding regulatory and compliance standards. Candidates should possess strong skills in Financial Planning and Retirement Planning to develop holistic, client-centered strategies. Candidates should possess solid knowledge of Investments and Finance to construct and oversee diversified, tax-aware portfolios. Candidates should possess experience with Wealth Management Services to integrate tax, exit, and legacy planning into client engagements. Proven ability to build trusted, long-term client relationships and collaborate effectively in a remote, team-based environment. Bachelor’s degree in finance, economics, accounting, business, or a related field preferred. Compensation model built on a competitive percentage of revenue served as your practice grows, and new business incentive component. Equity participation opportunities may also be available.