About this opportunity
PCM Encore lists this Private Wealth Advisor opportunity in new york city, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
About PCM Encore
Help Build the Wealth Management Firm of the Future.
What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore.
PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service.
But we’re just getting started.
Technology Is at the Center of Everything We Do
We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity.
Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice.
Built by Entrepreneurs, Not Career Bankers
PCM Encore was founded by Mike Paulus, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management.
An Institutional-Quality Platform Without the Bureaucracy
Through our strategic relationship with Morgan Stanley and Graystone Consulting, led by Mark Curtis, our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm.
Build Equity, Not Just a Career
At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation.
Why Join Now?
We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months.
We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works.
Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions.
We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one.
Location
• Ideal locations are New York City, Denver, Seattle/Bellevue. Strong candidates outside ideal geographies will still be considered and those open to relocation to a priority location will receive relocation support.
The Opportunity
We are a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with internal specialists; and ensures a high-touch, consistent client experience throughout the client lifecycle. The ideal candidate will possess strong relationship management capabilities, exceptional attention to detail, and an understanding of holistic financial planning development. They will play a critical role in supporting our clients through their wealth management journey by being the primary point of contact for all conversations, analyzing all components of the client’s financial picture, and partnering with internal and external teams to provide unique, suitable, and sophisticated solutions based on client needs.
Key Responsibilities
Client Onboarding & Relationship Management
• Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate.
• Serve as the primary point of contact for all client questions and planning needs.
• Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software.
• Onboard up to three households per week, with an expectation of managing 120+ households at full capacity.
• Prepare to receive pre-existing client household relationships transitioned from other Private Wealth Advisor books to re-distribute the total firm wide client household book evenly
Financial Planning & Advice
• Develop, maintain, and update comprehensive and holistic financial plans.• Provide ongoing, proactive planning recommendations aligned with client goals.
• Coordinate planning efforts with internal Tax, Estate, and Investment partners.
• Identify clients who may be appropriate for unique or opportunistic investment solutions, in
collaboration with IPC.
Investment & Account Coordination
• Partner with IPC to build and implement customized investment recommendations. For less-
tailored portfolios, build recommendations without involving IPC.
• Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios.
• Review client billing in partnership with IPC and/or Compliance, as appropriate.
Client Engagement & Operations
• Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up.
• Conduct proactive client outreach beyond scheduled meetings.
• Schedule and manage client meeting cadence, leveraging technology where possible.
• Request and coordinate client swag and appreciation initiatives.
• Manage client meeting logistics, documentation, and action items.
Qualifications
• Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households.
• Strong technical foundation in financial planning, investments, and tax-aware strategies.
• Excellent client communication and relationship management skills.
• Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc.
• High attention to detail and ability to manage multiple client relationships simultaneously.
• Collaborative mindset with comfort working alongside investment, tax, and operations teams.
• Series 65 required (*NOTE - if you have your Series 66 or CFP, please select \"YES\" to the Series 65 screening question ).
• CFP® or similar preferred.
What Success Looks Like
Top performers in this role:
• A strong relationship manager who will proactively \"Quarterback\" client relationships within their client book
• Intellectual curiosity and passion for wealth advisory.
• Strong organizational and project management skills.
• Ability to communicate sophisticated financial planning concepts to both teammates and clients.
• Process-oriented mindset combined with strategic thinking.
• Team-first attitude with a willingness to take ownership of outcomes.
• High degree of professionalism, discretion, and client service orientation.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.