4B+ UHNW Multi-Family Office

Overview

4B+ UHNW Multi-Family Office seeks a Senior Wealth Advisor to help serve an existing book of ultra high net worth clientele and lead the continued buildout of the firm.

Immediate equity grant opportunity
Not a commissioned sales role. No portable book of business required.
 
Highlights

• Serve as Client Advisor to local Ultra High Net Worth clientele
• Lead the buildout of the Firm through a team-based and collaborative approach to business development and client service
• 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, strong culture of collaboration and integrity.
• Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and a clear path to equity/partnership

Requirements 

• Track record of relationship management and business development with
  $5M+ level clientele.