Senior Wealth Advisor

Senior Wealth Advisor

Senior Wealth Advisor
Inherit Florida based Ultra High Net Worth Book for 3B+ Multi-Family Office
Published
July 28, 2022
Location
NY Metropolitan Area, United States

Description

Overview

3B+ UHNW Multi-Family Office based in the Midwest seeks a Senior Wealth Advisor to help serve an existing book of ultra high net worth clientele throuhgout Florida and lead the continued buildout of the de novo local office. Opportunity to be based out of Southeast Florida (Miami or West Palm Beach) or West Coast (Naples).

Immediate equity grant 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 local 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 relationship management and business development with $5M+ level clientele
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