Senior Wealth AdvisorFully Remote - can work from anywhere in the USWe 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 ProvidesCIO-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 OwnThe 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
