Vice President & Client Advisor (Remote)

Location: Remote / Virtual (U.S.-Citizenship Required)

Employment Type: Full-Time | Exempt

Reports To: Founder / Owner

Hours: 8am-5pm ET

Compensation: Details Listed Below

Firm: Seven Mile Advisory 

About Seven Mile Advisory -  Seven Mile Advisory is a boutique independent wealth advisory firm serving ultra-high-net-worth individuals, families, entrepreneurs, and multigenerational households with highly sophisticated financial lives. The firm is built around delivering deeply personalized advice, white-glove client service, and thoughtful long-term partnership.

Our clients often face complex liquidity events, estate planning considerations, concentrated equity positions, philanthropic goals, family governance matters, tax-sensitive investment decisions, and multigenerational wealth transfer planning. We pride ourselves on operating as a strategic quarterback for our clients while maintaining an entrepreneurial, collaborative, and high-touch culture.

At Seven Mile Advisory, we believe exceptional client outcomes begin with exceptional people. We are committed to fostering a culture of intellectual curiosity, innovation, accountability, and professional growth.

Position Overview -  Seven Mile Advisory is seeking a highly polished, technically sophisticated, and relationship-oriented Vice President & Client Advisor to join our growing advisory team. This individual will play a critical role in delivering an elevated client experience for ultra-high-net-worth clients and supporting the strategic execution of complex financial planning and investment initiatives.

This is an ideal opportunity for a proactive advisor who thrives in a boutique, entrepreneurial environment and enjoys balancing client relationship management, advanced planning support, operational leadership, and strategic problem-solving.

The ideal candidate is highly organized, detail-oriented, intellectually curious, emotionally intelligent, and comfortable operating in a fast-paced environment where discretion, responsiveness, and accuracy are essential. This role will partner closely with senior leadership while also serving as a trusted advisor and day-to-day relationship lead for sophisticated client households.

Key Responsibilities 

Client Advisory & Relationship Management

• Serve as a trusted advisor and strategic partner to ultra-high-net-worth individuals and families.
• Deliver an exceptional white-glove client experience with a high degree of professionalism, responsiveness, and discretion.
• Support and participate in client meetings, including financial planning presentations, investment reviews, and strategic planning discussions.
• Coordinate and manage complex client requests, ad hoc projects, and ongoing relationship needs.
• Develop deep knowledge of each client’s financial picture, goals, family dynamics, liquidity needs, and long-term objectives.
• Collaborate with clients’ external advisors, including attorneys, CPAs, bankers, insurance professionals, and estate planning specialists.
• Participate in prospect meetings and support business development efforts through preparation, analysis, and presentation materials.

Financial Planning & Investment Analysis

• Prepare and maintain client balance sheets, net worth analyses, asset allocation summaries, and portfolio transition plans.
• Analyze cash flow needs, liquidity events, investment strategies, and planning opportunities.
• Assist with portfolio reviews, investment analysis, and implementation recommendations.
• Support tax-aware and estate-sensitive planning strategies in coordination with outside advisors.
• Build financial scenarios and planning analyses to support client decision-making.
• Coordinate investment account setup, money movement, subscription documentation, and custodial requests.
• Monitor client portfolios and planning action items to ensure timely execution.

Operations & Team Support

• Assist in managing daily operations of the advisory team and contribute to process optimization initiatives.
• Maintain accurate CRM workflows, task management systems, and client documentation.
• Review operational workflows and identify opportunities to improve efficiency and scalability.
• Support client reporting updates, billing coordination, custodial communications, and operational oversight.
• Assist with compliance-related processes, approvals, and documentation requirements.
• Participate in internal client strategy sessions and investment discussions.
• Provide support across operational, administrative, and strategic firm initiatives as needed.

Strategic & Firmwide Contributions

• Contribute to the continuous improvement of firm processes, policies, and client experience initiatives.
• Support marketing efforts, client communications, and presentation development.
• Help strengthen internal infrastructure and operational best practices as the firm continues to scale.
• Serve as a culture carrier who embodies professionalism, collaboration, accountability, and client-first service.

Required Qualifications

• 7+ years of experience within wealth management, private wealth advisory, family office, private banking, or an independent RIA environment.
• Experience supporting or advising high-net-worth and ultra-high-net-worth clients.
• Strong technical knowledge of financial planning, investments, portfolio management, cash flow analysis, estate planning concepts, and tax-aware planning.
• Demonstrated ability to manage complex client relationships with professionalism and discretion.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced, entrepreneurial environment.
• High level of emotional intelligence, professionalism, and client service orientation.
• Proficiency with CRM systems, portfolio reporting platforms, custodial systems, and Microsoft Office/Google Workspace.

Preferred Qualifications

• CFP®, CFA®, CPA, or advanced industry designation strongly preferred.
• Experience working with clients with $25M+ net worth.
• Familiarity with sophisticated estate planning structures, trust administration, and multigenerational planning.
• Experience in a boutique RIA or family office environment.
• FINRA licenses and/or Series 65 preferred.

Compensation

• Base Salary: $115,000-$135,000 (Commensurate with experience) + Annual Discretionary Bonus 
• Full Benefits Package (Medical, Vision, Dental + 401(k) + PTO)