Wealth Advisor, Ultra High Net Worth
The Role
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.
Congnorate 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)
Why Join Us
Competitive comp package that rewards impact
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expand
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO