Wealth Advisor, Ultra High Net Worth

Your Impact

• Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
• Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
• Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
• Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
• Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
• Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

The Ideal Match

• 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
• Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
• Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
• Series 65 or equivalent registration with clean U4
• Tech-savvy mindset with comfort adopting modern wealth management platforms

Bonus Points

• Experience managing client relationships with $50M+ in AUM per household
• Background working with tech founders, executives, or entrepreneurial wealth
• Experience with family governance, next-generation education, or philanthropic strategy
• Track record of exceptional client retention and satisfaction
• CFP Certification or additional credentials (CFA, CPA, JD, ChFC)