Senior Wealth Advisor
4B+ Multi-Family Office
4B+ UHNW Multi-Family Office seeks a Senior Wealth Advisor to help serve an existing book of ultra high net worth clientele and lead the continued buildout of the firm.
Immediate equity grant opportunity
Not a commissioned sales role. No portable book of business required.
- Serve as Client Advisor to local Ultra High Net Worth clientele
- Lead the buildout of the Firm through a team based and collaborative approach to business development and client services.
- 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
- Track record of relationship management and business development with $5M+ level clientele