#861

Associate Wealth Advisor

Menlo Park, CA

Multi-Billion Dollar Multi-Family Office

Overview

Multi-Billion Dollar Boutique Independent Wealth Management Firm seeks a Senior Wealth Advisor to provide comprehensive investment and wealth advisory services to high net worth and ultra high net worth clientele (average client ~$20M).

Highlights

  • The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra high net worth clientele with a robust investment platform.
  • Significant offering of alternative investments inclusive of private equity, real estate, hedge funds and other non-marketable investment opportunities.
  • Extensive technical training and mentorship provided in a collegial, growth- oriented culture.
  • Competitive compensation package including a significant base salary, performance and profit based bonuses, generous business development incentives.
  • Clear path to equity/partnership.

Requirements

  • Top Tier Undergrad or Graduate Schooling, MBA preferred
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