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Senior Wealth Advisor

Preferred Location:
Midwest
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing a Senior Wealth Advisor, CPA, CFP with significant UHNW relationship management and technical planning expertise.

  • Manages approximately 1B AUM / 4M in revenue across ~70 relationships, including numerous $50M–$100M+ families
  • Significant experience advising on complex estate, wealth-transfer, tax, multigenerational, and family-entity planning
  • Has worked extensively with some of the firm’s largest relationships, including families with billion-dollar-level balance sheets
  • Rapidly promoted high performer seeking a boutique MFO with greater visibility, entrepreneurial opportunity, and a long-term leadership path

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