Fully Remote - Wealth Advisor (Tax) - Boutique RIA

<p>Please reach out to ren via email at ren.friedman@roberthalf.com if you are interested in the below opening!</p><p><br></p><p>We’re looking for a highly experienced Financial Planner with tax experience to join our team, helping clients simplify complexity, achieve their goals, and feel confident in their financial future.</p><p><br></p><p>In this role, you’ll manage and deepen relationships with high-net-worth clients, deliver holistic wealth management strategies, and guide the next generation of advisors. You’ll work closely with other senior professionals to deliver innovative, solutions-driven planning and investment advice that makes a meaningful impact in clients’ lives.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Join the ongoing management of existing client relationships, ensuring consistent, proactive communication.</li><li>Oversee the preparation and delivery of financial plans, investment policy statements, and comprehensive wealth strategies.</li><li>Collaborate with internal teams and external professionals (CPAs, attorneys, etc.) to address tax, estate, investment, and philanthropic planning needs.</li><li>Ensure execution of all day-to-day client service, from portfolio reviews to account administration.</li><li>Participate in business development initiatives and contribute to firm-wide strategic goals.</li><li>Maintain a high standard of compliance, documentation, and fiduciary duty.</li></ul><p><br></p><p><strong>What We’re Looking For:</strong></p><ul><li>Advanced credential required - CFP® AND CPA or at least in the process of getting them </li><li>3+ years in financial services, with at least 1 years advising clients directly.</li><li>eMoney.</li><li>Proven track record of building and maintaining trusted client relationships.</li><li>Strong technical proficiency (Microsoft Office, CRM, portfolio management tools, and custodial platforms like Schwab or Fidelity a plus).</li><li>Exceptional communication, organizational, and leadership skills.</li><li>Committed to service excellence, continuous learning, and upholding the highest ethical standards.</li></ul><p><br></p><p>Please reach out to ren via email at ren.friedman@roberthalf.com if you are interested!</p>

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