Senior Wealth Advisor
Senior Wealth Advisor
About the Company
Prominent multi-family office & registered investment advisor
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a Senior Wealth Advisor to take on the role of Lead Client Advisor for a significant portfolio of high-net-worth client relationships. The successful candidate will be responsible for serving as the primary point of contact for a select number of these relationships, with a particular emphasis on estate and tax planning. This role involves designing and presenting estate and tax planning strategies to ultra-high-net-worth clientele, and the ideal candidate will have a strong background in this area, with a JD or CPA being strongly preferred. The Senior Wealth Advisor will have the opportunity to work with a dynamic, fast-growing independent multi-family office and RIA, and will be expected to contribute as an innovative thought leader within the firm. The position is well-suited for a professional looking to move away from a traditional compliance and billable hours model, and into a more client-focused, planning-oriented role. The company values a collegial, forward-thinking culture and is committed to the professional development and advancement of its team members. The role offers a path towards equity participation and is ideal for a candidate with a proven track record in the industry, who is seeking a challenging and rewarding opportunity.
Travel Percent
Less than 10%
Functions
- Finance
Additional Information
- City
- Westchester
- State
- NY
- Country
- United States
- Job Type
- Finance
- Mobile Friendly Apply
- No
- Html Jobs
- Yes
- Url
- https://click.appcast.io/t/enc-47vkYVewduzshaTTUATCplBduqgFo7y2AZ1H9Q3Rnyf0mAAKpwba_m4FidZCXNN8Q4XMOYnNKBem4BKZVQ==
- Cpc
- 0.22