Private Wealth Advisor

Company Description Garavello Capital is a U.S.-headquartered firm that helps individuals and families protect what they have built and plan confidently for the future. The firm specializes in asset protection, retirement planning, and college planning, offering tailored solutions aligned with each client’s goals. Client engagements are rooted in a detailed understanding of personal priorities, timelines, and long-term visions. Garavello Capital rejects one-size-fits-all approaches, focusing instead on customized strategies and long-term relationships. Team members join a client-centric environment that emphasizes trust, clarity, and proactive planning.

Role Description This is a full-time remote role for a Private Wealth Advisor. The Private Wealth Advisor will work directly with individuals and families to assess their financial situations, clarify goals, and build comprehensive wealth plans. Day-to-day responsibilities include conducting discovery meetings...