Westchester County, NY 

Overview

Growing 1B+ AUM Wealth Management Firm is seeking a Senior Client Advisor to manage relationships and provide strategic investment and asset allocation advice for a select group of high-net-worth and ultra high net worth clientele.

Not a business development role, no portable book of business required

Highlights

• Provide high touch comprehensive wealth management services in a collaborative and collegial environment inclusive of strategic financial, estate and tax planning as well as family office services.
• Partner closely with the investment team and firm leadership to provide best in class investment advice, taking both tactical and strategic views of clients’ investments and closely monitoring their portfolio quality
• Collegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunity
• Path towards equity participation

Requirements

• Track record of successfully managing relationships with ultra high-net-worth clientele (10m+ level) with the ability to construct portfolios and advise on asset allocation