Vice President & Client Advisor (Remote)

All Jobs > Vice President & Client Advisor (Remote) Fully Remote • Remote - United States Description Employment Type: Full-Time | Exempt Reports To: Founder / Owner Hours: 8am-5pm ET About Seven Mile Advisory Seven Mile Advisory is a boutique independent wealth advisory firm serving ultra-high-net-worth individuals, families, entrepreneurs, and multigenerational households with highly sophisticated financial lives. The firm is built around delivering deeply personalized advice, white-glove client service, and thoughtful long-term partnership. Our clients often face complex liquidity events, estate planning considerations, concentrated equity positions, philanthropic goals, family governance matters, tax-sensitive investment decisions, and multigenerational wealth transfer planning. We pride ourselves on operating as a strategic quarterback for our clients while maintaining an entrepreneurial, collaborative, and high-touch culture. At Seven Mile Advisory, we believe exceptional client outcomes begin with exceptional people. We are committed to fostering a culture of intellectual curiosity, innovation, accountability, and professional growth. Position Overview Seven Mile Advisory is seeking a highly polished, technically sophisticated, and relationship-oriented Vice President & Client Advisor to join our growing advisory team. This individual will play a critical role in delivering an elevated client experience for ultra-high-net-worth clients and supporting the strategic execution of complex financial planning and investment initiatives. This is an ideal opportunity for a proactive advisor who thrives in a boutique, entrepreneurial environment and enjoys balancing client relationship management, advanced planning support, operational leadership, and strategic problem-solving. The ideal candidate is highly organized, detail-oriented, intellectually curious, emotionally intelligent, and comfortable operating in a fast‑paced environment where discretion, responsiveness, and accuracy are essential. This role will partner closely with senior leadership while also serving as a trusted advisor and day‑to‑day relationship lead for sophisticated client households. Key Responsibilities Serve as a trusted advisor and strategic partner to ultra-high-net-worth individuals and families. Deliver an exceptional white-glove client experience with a high degree of professionalism, responsiveness, and discretion. Support and participate in client meetings, including financial planning presentations, investment reviews, and strategic planning discussions. Coordinate and manage complex client requests, ad hoc projects, and ongoing relationship needs. Develop deep knowledge of each client’s financial picture, goals, family dynamics, liquidity needs, and long‑term objectives. Collaborate with clients’ external advisors, including attorneys, CPAs, bankers, insurance professionals, and estate planning specialists. Participate in prospect meetings and support business development efforts through preparation, analysis, and presentation materials. Prepare and maintain client balance sheets, net‑worth analyses, asset‑allocation summaries, and portfolio transition plans. Analyze cash flow needs, liquidity events, investment strategies, and planning opportunities. Assist with portfolio reviews, investment analysis, and implementation recommendations. Support tax‑aware and estate‑sensitive planning strategies in coordination with outside advisors. Build financial scenarios and planning analyses to support client decision-making. Coordinate investment account setup, money movement, subscription documentation, and custodial requests. Monitor client portfolios and planning action items to ensure timely execution. Operations & Team Support Assist in managing daily operations of the advisory team and contribute to process optimization initiatives. Maintain accurate CRM workflows, task management systems, and client documentation. Review operational workflows and identify opportunities to improve efficiency and scalability. Support client reporting updates, billing coordination, custodial communications, and operational oversight. Assist with compliance‑related processes, approvals, and documentation requirements. Participate in internal client strategy sessions and investment discussions. Provide support across operational, administrative, and strategic firm initiatives as needed. Strategic & Firmwide Contributions Contribute to the continuous improvement of firm processes, policies, and client experience initiatives. Support marketing efforts, client communications, and presentation development. Help strengthen internal infrastructure and operational best practices as the firm continues to scale. Serve as a culture carrier who embodies professionalism, collaboration, accountability, and client‑first service. Requirements Required Qualifications 7+ years of experience within wealth management, private wealth advisory, family office, private banking, or an independent RIA environment. Experience supporting or advising high-net-worth and ultra-high-net-worth clients. Strong technical knowledge of financial planning, investments, portfolio management, cash flow analysis, estate planning concepts, and tax‑aware planning. Demonstrated ability to manage complex client relationships with professionalism and discretion. Exceptional organizational skills and attention to detail. Strong written and verbal communication skills. Ability to manage multiple priorities in a fast‑paced, entrepreneurial environment. High level of emotional intelligence, professionalism, and client service orientation. Proficiency with CRM systems, portfolio reporting platforms, custodial systems, and Microsoft Office/Google Workspace. Preferred Qualifications CFP®, CFA®, CPA, or advanced industry designation strongly preferred. Experience working with clients with $25M+ net worth. Familiarity with sophisticated estate planning structures, trust administration, and multigenerational planning. Experience in a boutique RIA or family office environment. FINRA licenses and/or Series 65 preferred. Compensation Base Salary: $115,000-$135,000 (Commensurate with experience) + Annual Discretionary Bonus Full Benefits Package (Medical, Vision, Dental + 401(k) + PTO) #J-18808-Ljbffr