04 Jun Senior Wealth Advisor
Senior Wealth Advisor
Menlo Park, CA
Multi-Billion Dollar Multi-Family Office
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.
- Significant offering of alternative investments inclusive of private equity, real estate, hedge funds and other non-marketable investment opportunities.
- Extensive technical training and mentorship provided in a collegial, growth- oriented culture.
- Competitive compensation package including a significant base salary, performance and profit based bonuses, generous business development incentives.
- Clear path to equity/partnership.
- 10+ years wealth/investment management experience
- Top Tier Undergrad or Graduate Schooling, MBA preferred
- Advanced designation such as CFP, CPA or CFA
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