Senior Wealth Advisor

Senior Wealth Advisor

About the Company

Prominent multi-family office

Industry

Financial Services

Type

Privately Held

About the Role

The Company is in search of a Senior Wealth Advisor to join its newly established High Net Worth division. The successful candidate will be responsible for providing comprehensive wealth management advice to clients, with a focus on ultra-high-net-worth individuals. This includes but is not limited to, advising on tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management. The role also involves sourcing clients from a robust internal RIA referral network and a digital lead generation model. Applicants for the Senior Wealth Advisor position at the company should be adept at advising clients on a wide range of wealth management issues, particularly those relevant to ultra-high-net-worth individuals. The role requires a professional with a deep understanding of tax and estate planning, financial planning, and investment management. Experience in sourcing clients and a proven track record in a similar role are essential. The company offers a competitive compensation structure, including the potential for immediate equity, and a high-touch family office service model. The ideal candidate will be able to provide a high level of service and support to clients, in line with the company's commitment to excellence.

Travel Percent

Less than 10%

Functions

• Finance