Senior Wealth Management Advisor

4 weeks ago


South Pasadena, California, United States International Search Consultants Full time
Job Summary

International Search Consultants is partnering with a leading Multi-Family Office & Trust Company to fill a Client Advisor position. The ideal candidate will have a strong background in trust and estate planning, with a focus on Ultra-High Net Worth Individuals and Families.

Key Responsibilities
  • Manage client relationships and develop new business through independent means, partnerships, and professional networking.
  • Partner with investment, tax, operations, and planned giving departments to ensure client activities are properly handled.
  • Oversee account opening processes, draft client correspondence, and transfer assets.
  • Work with the investment team to schedule client performance reviews and monitor trades.
  • Coordinate with tax and operations departments to provide clients with tax filing information and accounting records.

Requirements
  • Bachelor's degree required, advanced degree preferred (MBA or JD).
  • Minimum 5 years of trust and estate planning experience, 10 years of wealth advisory and portfolio management experience.
  • Proven business development skills in the UHNW space, with a strong network of accounting and legal professionals.
  • Previous leadership experience and a collaborative environment.

Rewards
  • Rapidly growing and well-established organization.
  • High visibility to leadership with opportunities for professional development.
  • Competitive base, bonus, and comp structure with excellent benefits.

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