Market Leader, Ultra High Net Worth Advisory

Market Leader, Ultra High Net Worth Advisory

Philadelphia Region

2B+ Billion Multi-Family Office

Overview
2B+ UHNW Multi-Family Office based in the Northeast seeks a Market Leader to help serve an existing book of business in the Philadelphia  region and lead the continued buildout of the de novo local office. Short-term equity/partnership opportunity.

Highlights

• Serve as Client Advisor to local Ultra High Net Worth clientele (5 million to 500 million net worth’s)
• Lead the buildout of the Firm’s Philadelphia area office 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 successful business development with $5M+ level clientele
• Advanced designation required (CFP, JD, CPA or CFA)