Wealth Client Advisor - Family Office Services Team

Position Summary

We are seeking an experienced Client Advisor with demonstrated financial planning and client management experience to join the Family Office team in proactively supporting the complex wealth management needs of our UHNW clients and their families ($25M+).

Responsibilities

• Collaborate with Lead Relationship Managers in the preparation, delivery and implementation of wealth strategies.
• Cook up with clients’ network of professionals, in the implementation of estate, income tax, investment, insurance, and executive compensation planning.
• Contribute to strategic planning discussions involving multi-generational wealth transfer and legacy preservation.
• Research various financial, investment, tax, and estate planning issues.
• Review of quarterly and ad hoc client performance reports, utilizing proprietary software.

Required Qualifications

• CFP designation or candidate.
• Minimum of 7-10 years of experience in Financial planning, with a focus on UHNW clients.
• Knowledge of complex wealth management strategies (i.e., estate planning and trust administration, tax planning, inheritance and legacy planning, charitable and philanthropic strategies, etc.).
• Strong analytical and reporting skills; ability to synthesize complex Financial data.
• Exceptional communication and collaboration skills.

Benefits

• A competitive compensation package.
• A generous paid time off program.
• Comprehensive medical, dental and vision coverage.
• Maternity/paternity leave.
• Education reimbursement.
• Wellness programs.
• Employee Stock Purchase Program.
• 401K with a generous match.