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UHNW Wealth Advisor
2 months ago
Senior Wealth Advisor
San Fransisco Bay Area
50M+ level clientele
Overview
Multi-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (20M – 1 Billion net worths)
Highlights
- Advise 20+ ultra-high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding comprehensive wealth management, complex tax and estate planning strategies, investment management, family office services, and philanthropic giving
- National Multi-Family Office offering a full array of Family Office Services as well as customized portfolios inclusive of marketable securities, concentrated equity positions, alternative investments, and private investments.
- The role is open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth
- Hybrid schedule, with 2-3 days per week in the office either in Silicon Valley or Downtown San Francisco
- Clear path towards partnership and equity
Requirements
- 10+ years of wealth management experience advising ultra-high net worth clientele (10m+ level)
