Fully Remote - Wealth Advisor (Tax) - Boutique RIA

<p>Please reach out to ren via email at ren.friedman@roberthalf.com if you are interested in the below opening!</p><p><br></p><p>We’re looking for a highly experienced Financial Planner with tax experience to join our team, helping clients simplify complexity, achieve their goals, and feel confident in their financial future.</p><p><br></p><p>In this role, you’ll manage and deepen relationships with high-net-worth clients, deliver holistic wealth management strategies, and guide the next generation of advisors. You’ll work closely with other senior professionals to deliver innovative, solutions-driven planning and investment advice that makes a meaningful impact in clients’ lives.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Join the ongoing management of existing client relationships, ensuring consistent, proactive communication.</li><li>Oversee the preparation and delivery of financial plans, investment policy statements, and comprehensive wealth strategies.</li><li>Collaborate with internal teams and external professionals (CPAs, attorneys, etc.) to address tax, estate, investment, and philanthropic planning needs.</li><li>Ensure execution of all day-to-day client service, from portfolio reviews to account administration.</li><li>Participate in business development initiatives and contribute to firm-wide strategic goals.</li><li>Maintain a high standard of compliance, documentation, and fiduciary duty.</li></ul><p><br></p><p><strong>What We’re Looking For:</strong></p><ul><li>Advanced credential required - CFP® AND CPA or at least in the process of getting them </li><li>3+ years in financial services, with at least 1 years advising clients directly.</li><li>eMoney.</li><li>Proven track record of building and maintaining trusted client relationships.</li><li>Strong technical proficiency (Microsoft Office, CRM, portfolio management tools, and custodial platforms like Schwab or Fidelity a plus).</li><li>Exceptional communication, organizational, and leadership skills.</li><li>Committed to service excellence, continuous learning, and upholding the highest ethical standards.</li></ul><p><br></p><p>Please reach out to ren via email at ren.friedman@roberthalf.com if you are interested!</p>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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