Senior Wealth Advisor

Ultra High Net Worth

Overview

$100B+ AUM Multi-Family Office seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Clear path to Market Leader, Managing Director, and broader firm leadership if desired. Immediate equity opportunity.

Highlights

• Advise ultra-high net worth families, foundations, and endowments across comprehensive wealth planning, complex tax and estate strategies, investments, family office services, and philanthropy.
• National firm delivering sophisticated family office capabilities and highly customized investment portfolios across public markets, concentrated equity, alternatives, and private investments for ultra-high net worth families.
• Participate in regional and executive leadership through firmwide committees and strategic initiatives.
• Revenue payout on portable assets in addition to competitive base/bonus compensation.
• Immediate partnership opportunity
• $400,000+ first year cash compensation inclusive of competitive base compensation, guaranteed bonuses, and a clear career track multiple seven figures