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SVP / VP Wealth Advisor
Jobgether
7 days ago
Full-time
Remote
Worldwide
Remote Other
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a SVP / VP Wealth Advisor based in United States. This is a senior wealth advisory opportunity within a high-growth digital family office serving entrepreneurs, professionals, and retirees.You will work directly with high-net-worth and ultra-high-net-worth clients on some of their most important financial decisions.The role combines holistic financial advice with a technology-enabled approach designed to simplify the advisor experience and improve client outcomes.You will build trusted, long-term relationships while helping clients navigate complex financial planning needs.You will also collaborate with technology and operational teams to influence tools and capabilities that can make advisory work more efficient and impactful.The environment is entrepreneurial and highly ownership-oriented, with an emphasis on moving quickly while maintaining a high standard of client service.This is an opportunity for an experienced advisor who wants to spend more time advising clients, growing a book of business, and shaping the future of wealth management.