Senior Wealth Advisor

Senior Wealth Advisor

Inherit 500M+ Ultra High Net Worth Book for 3B+ Multi-Family Office
Published
July 25, 2021
Location
Philadelphia Region, PA

Description

Overview

3B+ UHNW Multi-Family Office based in the Midwest seeks a Senior Wealth Advisor to help serve an existing book of 500M+ AUM of ultra high net worth clientele in the Philadelphia region and lead the continued buildout of the de novo local office. Near-term equity/partnership opportunity.

Not a commissioned sales role. No portable book of business required.

The Opportunity

  • Serve as Client Advisor to local Ultra High Net Worth clientele
  • 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

Requirements

  • Track record of successful business development with $5M+ level clientele
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