Single Family Office

Midwest

Overview

• A prestigious, Single-Family Office based in the Midwest is seeking a Senior Wealth Advisor for a select number of ultra high net worth families to oversee the full suite of wealth management, investment advisory, and lifestyle management services for several households providing high-touch day-to-day support on all aspects of personal and business wealth.

• Serve as a trusted advisor across investment, estate, tax, philanthropic, and lifestyle matters in a collaborative, high-integrity environment.  

  
  

• Act as the central point of communication, liaising between in-house teams and external professionals to ensure execution of all services

  
  

• Promote operational excellence by identifying opportunities to enhance efficiency and client experience

  
  

• $150,000+ compensation package

Requirements

• 5+ years wealth management experience inclusive of lead advisor experience with ultra high net worth clientele