Senior Wealth Advisor

Preferred Location:
North-East
Open to Relocation:
No
We are currently representing a Senior Wealth Advisor at a UHNW focused multi family office in Boston. Details below:
  • Senior Wealth Advisor for 16 UHNW families with over $6B AUM and $5M+ in revenue
  • Expertise in advanced wealth transfer strategies, business succession planning, investment management and corporate strategic planning
  • 10+ years of experience; CFP
  • Exploring compensation packages in the 300k+ range

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