Wealth Advisor / Private Client Advisor

About the Role:
WS Humaned is seeking experienced Wealth Advisors / Private Client Advisors to provide expert guidance in investment, financial planning, and portfolio management for high-net-worth clients. This fully remote, hourly contract position allows you to leverage your expertise to advise clients and support sophisticated financial decision-making.

Must-Have Skills & Experience:

• Proven experience as a Wealth Advisor, Private Client Advisor, or similar role.
• Deep understanding of investment strategies, portfolio management, and financial planning.
• Relevant certifications (CFP, CFA, CPA, or equivalent) preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Ability to communicate complex financial concepts clearly to clients.
• Experience working independently in a remote or flexible environment.

Key Responsibilities:

• Provide tailored investment and financial advice to high-net-worth clients.
• Develop and manage client portfolios aligned with risk tolerance and goals.
• Monitor market trends and provide insights to optimize client financial outcomes.
• Maintain accurate client records and documentation for compliance purposes.
• Collaborate with internal teams to enhance client service and experience.

Preferred Attributes:

• Experience advising ultra-high-net-worth clients or family offices.
• Strong interpersonal and client relationship management skills.
• Interest in working with innovative financial technology tools.
• Commitment to delivering exceptional client-focused outcomes.

How to Apply:
Please fill out the application form and highlight your relevant experience, certifications, and key achievements in wealth management.