Senior Wealth Advisor / Dallas / Multi-Family Office

Overview

Uncompromisingly independent employee owned 9B AUM Multi-Family Office seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and families in Denver (5M-500M+ Level Clientele). Clear track to equity.

Highlights

• Lead and manage relationships with high-net-worth and ultra-high-net-worth clients, while driving growth in the Dallas market (250M+ AUM)
• Cutting edge, holistic private wealth services for high-net-worth individuals and families with 5-50M of investable assets
• Comprehensive Family Office services support families with $50M–$500M+ balance sheets, including bill pay, concierge, aviation, lifestyle management, philanthropic advisory, and in-house trust & estate and tax expertise
• Institutional-quality investment platform with liquid and illiquid alternatives
• Collaborative, entrepreneurial, client-centric culture with strong operational infrastructure

Compensation Parameters

• The firm is highly profitable, committed to long-term independence, and to expanding ownership participation across employees
• Meaningful equity opportunities available at a firm in which more than 1/3 of employees own dividend-paying true equity
• Potential for equity to be granted at a discounted internal valuation, creating the potential for an immediate and meaningful increase in net worth
• Hybrid, 3 days a week in office, excellent benefits