Crossing Hurdles ยท 12 hours ago
Wealth Advisor | Remote
United States
Contract
Remote
Senior Level
$200/hr - $200/hrCrossing Hurdles is seeking a Wealth Advisor to serve as the primary advisor to high-net-worth and ultra-high-net-worth clients. The role involves developing comprehensive financial plans, managing investment portfolios, and building long-term client relationships.
Staffing & Recruiting
Responsibilities
Serve as the primary advisor to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
Develop and manage comprehensive financial plans and multi-asset investment portfolios
Conduct asset allocation, portfolio reviews, and performance evaluations
Build, retain, and grow long-term client relationships through trust-based advisory services
Identify opportunities to grow assets under management through strategic engagement and referrals
Collaborate with planning and investment teams to integrate analytics, risk insights, and digital portfolio tools
Apply tax, estate, and retirement planning strategies within holistic client solutions
Qualification
Required
Strong experience in wealth management, private banking, or RIA environments
Proven ability managing significant client assets
Expertise in financial planning, portfolio construction, and client communication
Strong interpersonal and relationship-building skills
Familiarity with financial planning software, CRM systems, and investment platforms
Preferred
Professional certifications such as CFP, CFA, CPA, or MBA
Company
Crossing Hurdles
At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase