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UHNW Sr Wealth Advsor

Preferred Location:
Mid-West,North-East,South-East
Open to Relocation:
Yes
We are currently representing a Senior Wealth Advisor who is exploring opportunities outside of her current firm in order to focus on her clients first vs hitting metrics. Details below:
  • Proven ability to win new business organically, including multiple $3–5M clients and a $10M+ relationship through strategic events and referrals
  • High emotional intelligence and cultural sensitivity, with the ability to build trust across generations and cultures, especially among sophisticated, global families.
  • Trusted advisor on illiquid and luxury assets, with deep knowledge in art, aircraft, jewelry, and real estate often brought in for specialized client needs as the subject matter expert
  • Fluent public speaker and presenter, comfortable in front of both intimate client settings and large-stage events

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