11 Aug Market Leader, Ultra High Net Worth Advisory
Market Leader, Ultra High Net Worth Advisory
2B+ Billion Multi-Family Office
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.
- 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
- Track record of successful business development with $5M+ level clientele
- Advanced designation required (CFP, JD, CPA or CFA)
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