Senior Wealth Advisor

Senior Wealth Advisor

About the Company

Prominent multi-family office & registered investment advisor

Industry

Financial Services

Type

Privately Held

About the Role

The Company is in search of a Senior Wealth Advisor to take on the role of Lead Client Advisor for a significant portfolio of high-net-worth client relationships. The successful candidate will be responsible for serving as the primary point of contact for a select number of these relationships, with a particular emphasis on estate and tax planning. This role involves designing and presenting estate and tax planning strategies to ultra-high-net-worth clientele, and the ideal candidate will have a strong background in this area, with a JD or CPA being strongly preferred.

The Senior Wealth Advisor will have the opportunity to work with a dynamic, fast-growing independent multi-family office and RIA, and will be expected to contribute as an innovative thought leader within the firm. The position is well-suited for a professional looking to move away from a traditional compliance and billable hours model, and into a more client-focused, planning-oriented role. The company values a collegial, forward-thinking culture and is committed to the professional development and advancement of its team members. The role offers a path towards equity participation and is ideal for a candidate with a proven track record in the industry, who is seeking a challenging and rewarding opportunity.

Travel Percent

Less than 10%

Functions

• Finance