Role: Private Wealth Advisor

Location: Remote

Employment Type: Full-time

Compensation: Market-market-competitive salary commensurate with experience, qualifications, and location. Indicative range: $90,000 – $180,000 (USD equivalent), plus advantages.

Role Overview

We are hiring a Private Wealth Advisor to serve high-net-worth and ultra-high-net-worth clients. The role combines sophisticated planning with strong relationship management — coordinating wealth strategies across investments, tax, estate, and philanthropy.

Key Responsibilities
Manage relationships with HNW and UHNW clients and families
Coordinate sophisticated planning across investments, tax, trust, and estate
Partner with attorneys, CPAs, and other professionals on integrated solutions
Develop and implement long-term wealth strategies aligned to family goals
Lead complex client meetings and family wealth conversations
Grow the book through referrals and centre-of-influence relationships

Required Skills and Qualifications
5+ years in private wealth, family office, or HNW advisory
Active Series 7 / Series 65 or 66 (or equivalent licensure)
CFP, CFA, or CPWA designation strongly preferred
Deep knowledge of estate planning, trust structures,



and tax-efficient strategies
Excellent executive presence and client relationship skills
Track record of building HNW client relationships

What You'll Bring
Sharp analytical thinking and an instinct for spotting anomalies in data
Strong written communication and the ability to translate numbers into narrative
High attention to detail and unwavering accuracy under deadline pressure
Comfort working asynchronously across time zones

What We Offer
Fully remote, adaptable work hours
Performance-based bonus structure
Annual learning & development stipend
Health and wellness benefits (varies by location)
Chance to work on high-scale, real-world impact projects

Equal Opportunity Statement

This is an equal opportunity role. Applications are welcomed from all qualified individuals regardless of race, color, ethnicity, nationality, gender, gender identity or expression, sexual orientation, age, religion, disability, marital status, or any other characteristic protected by applicable law. All hiring decisions are based solely on qualifications, skills, and demonstrated ability.

📌 Private Wealth Advisor Remote Victoriaville (Canada)
🏢 Quik Hire Staffing
📍 Canada