15 Jul Senior Wealth Advisor
Multi-Billion Dollar Boutique Independent Wealth Management Firm seeks a Senior Wealth Advisor to provide comprehensive investment and wealth advisory services to high net worth and ultra-high net worth clientele (average client ~$20M).
- 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.
- Investment platform with a significant offering of alternative investments including private equity, real estate, hedge funds and other private investment opportunities.
- Competitive compensation package including a significant base salary, performance and profit-based bonuses, generous business development incentives.
- Not a commissioned sales role. Collegial, growth-oriented culture. Clear path to equity/partnership.
Track record of servicing and expanding relationships with $5M+ level clientele.
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