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. Highlights
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 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
Track record of relationship management and business development with $5M+ level clientele.
Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.
Sanford Rose Associates is ranked as the 10th Largest U.S. Search Firm by Executive Search Review, demonstrating our ability to deliver the caliber of talent that our clients both require and deserve.
Over the past 60+ years, Sanford Rose Associates has maintained an exclusive network of offices who remain unparalleled in terms of professionalism, performance and service that exceeds our clients’ expectations.