Note: The job is a remote job and is open to candidates in USA. Crossing 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.
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
Skills
• 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
• Professional certifications such as CFP, CFA, CPA, or MBA
Company Overview
• At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals. It was founded in 2022, and is headquartered in , with a workforce of 11-50 employees. Its website is https://www.crossinghurdles.com/.
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