Future Market Leader

Overview

National Multi-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (25M – 1 Billion net worths).

Accelerated track to Market Leader in 2027 over a

1B+ AUM Northern NJ region with 5 Wealth Advisors.

Not a commissioned sales role; no portable book of business required.

Highlights

• Advise ultra-high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding comprehensive wealth management, complex tax and estate planning strategies, investment management, family office services, and philanthropic giving
• National Multi-Family Office offering a full array of Family Office Services as well as customized portfolios inclusive of marketable securities, concentrated equity positions, alternative investments, and private investments.
• The role is open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth
• Clear path towards partnership and equity  
• Compensation package in the 250k+ range

Requirements

• 10+ years of wealth management experience advising ultra-high net worth clientele