Senior Wealth Management Advisor
4 weeks ago
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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