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About the Role

The Wealth Advisor manages client relationships, guides the full advisory cycle, and serves as a key leverage point for firm leadership. This role is ideal for an advisor with experience working with ultra-high net worth clients, combining deep financial planning and investment expertise with judgment and ownership in a high-touch environment.

Responsibilities

• Manage or co-manage client relationships, often directly and independently, operating with autonomy across many engagements
• Manage the full advisory cycle, including client onboarding, financial plan development, ongoing reviews, and ad hoc guidance
• Serve as a leverage point on client relationships, freeing firm leadership to focus on the largest and most complex households
• Partner with firm leadership on the most complex clients while driving client satisfaction and retention efforts
• Build and maintain comprehensive financial plans across investments, coordinating with the Investment team on portfolio alignment and with the Family Office team and outside professionals on implementation
• Monitor portfolio drift, tax-loss harvesting opportunities, and client-specific constraints to keep individual portfolios aligned with each client’s investment policy statement
• Act as a cross-functional connector across the Advisory, Investment, and Operations teams to drive execution on firm priorities
• Serve as a working partner to the leadership team in building the business; contribute to and help shape strategic initiatives and firm priorities
• Provide practitioner insight to inform operating model decisions and client strategy
• Engage directly with the firm’s technology and operational infrastructure; partner with the COO to evaluate, implement, and optimize the technology stack supporting the advisory business
• Provide quality control oversight on the junior team’s client-facing work before materials reach clients
• Serve as a mentor to Wealth Advisory Associates, setting the standard for client interaction
• Contribute to business development through relationship cultivation, strategic introductions, and participation in prospect development

Requirements

• 6-10 years of client-facing advisory experience in wealth management, private wealth, or a family office setting
• Demonstrated ability to independently manage a book of high-net-worth client relationships
• Deep financial planning expertise across investments, tax, estate, and risk
• Strong understanding of portfolio construction, investment policy statements, and portfolio monitoring
• Exceptional written and verbal communication and client-facing presence
• High integrity, discretion, and a client-first mindset
• Experience mentoring or overseeing junior advisory staff
• Proficiency with Microsoft Office
• Experience with custodial platforms (e.g., Schwab Advisor Center)
• Experience with CRM or reporting tools (e.g., Wealthbox, Addepar)
• Comfort with in-office setting (4 days in office, 1 day remote)

Skills

• Financial planning
• Investment expertise
• Client relationship management
• Portfolio oversight
• Cross-functional leadership
• Mentorship
• Business development
• Microsoft Office proficiency
• Custodial platform experience
• CRM/reporting tool experience

Location

• Remote
• In-office

Work Type

• Hybrid

Experience Level

• 6-10 years

Education Level

• Bachelor’s degree in business, finance, or related field
• CFP, CFA, or advanced degree preferred

Salary/Compensations

• $125k-$175k Base Salary Range
• Performance-based annual bonus tied to individual, team, and firm performance

Benefits

• Comprehensive health, dental, and vision insurance
• Retirement plan
• Professional development and continuing education support
• Flexible work arrangements
• Paid time off

About the Company

• Collaborative Capital Advisors is an independent, fast-growing RIA providing sophisticated financial solutions and family office services to distinguished families and institutions.
• The firm is building for scale — expanding its client base, deepening its service offering and investing in the people and infrastructure needed to serve ultra-high-net-worth clients at the highest level.
• The firm is supported by an advisory board and a circle of accomplished, high-profile individuals from various corners of the financial world who lend their expertise, judgment and relationships.
• This network of distinguished backers strengthens strategic direction, investment perspective, client introductions and access.
• We pride ourselves on translating that collective stature into a personalized, white-glove experience grounded in fiduciary responsibility and long-term value creation.

Equal Opportunity

• Collaborative Capital Advisors is an Equal Opportunity Employer committed to building a diverse and inclusive workplace where all team members can contribute to their full potential.