Client: Elite Investment & Wealth Management Firm
Role Locations (Hybrid): SF & NY
Roles: Family Office Advisors & Financial Planners (Experienced) UHNW
True Front Office UHNW SFO exposure. This isn't the backseat-you're driving strategy on tax planning, financial planning, estate structuring, investments, and advisory. You're not just pushing paper-you're building empires. Entrepreneurial spirit with collaborative mindset.
Looking for experienced candidates only who have worked with 20MM-50MM+ Clientele
- Lead execution Family Office Advisors/Planners
- Must have experience with UHNW Families (20-50MM+)
- Whitespace to grow & access to Senior leadership/Prestigious clientele from day 1
- Top tier comp/culture/benefits
Feel free to apply below or shoot me a note, if appropriate.