Senior Wealth Advisor (Multi Family Office)

Senior Wealth Advisor

**Fully Remote - can work from anywhere in the US**

We serve entrepreneurs and high-net-worth families whose financial lives have outgrown generic advice. This is the strategic relationship seat — the advisor clients call first when investments, tax, estate, liquidity, business, and family decisions intersect. You keep your book, your relationships, and your advisory style; we build the capability around you.

What the Platform Provides

• CIO-led investment management and a standing Investment Committee
• Integrated tax strategy through Wealthrive, our affiliated tax-strategy firm, built directly into the investment process
• Direct access to attorneys, CPAs, planners, and specialist expertise
• Direct indexing and tax-aware portfolio construction tools
• Trading, rebalancing, operations, compliance, billing, and technology support
• Proprietary discovery and planning tools to help you go deeper with clients on what their wealth is actually for

What You Own

• The client relationship and strategic advisory seat
• Discovery, advice, and whole-picture financial judgment
• Prospecting, referrals, COI development, and new business closing
• Collaboration with the CIO and specialists on complex client situations
• Ongoing relationship leadership and implementation accountability

What We Handle

• Portfolio construction, routine trading, and rebalancing
• Compliance and regulatory infrastructure
• Billing, account administration, and operations
• Technology and vendor management
• Specialized tax, estate, and planning depth