Established Single-Family Office seeks a Private Wealth Advisor to service their UHNW clients by providing a full suite of wealth management services.
- The firm is looking to hire a wealth planning professional to train in all facets of wealth management
- Work closely with senior advisors to provide wealth management advice including tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment matters
- Ability to learn UHNW wealth planning strategies for multi-billion dollar family members, in addition to working in a multi-generational environment with exposure to all levels of clients
- Focus is on providing excellent client service; No new business requirements
- Position offers excellent work / life balance, and a strong career track within the firm
- Requires 2+ years', financial planning and / or High-Net-Worth tax experience; CFP or pursuing, a plus
Hybrid Work Opportunity
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