Family Office Advisor/Financial Planner (UHNW)

San Francisco, California

Next Level Recruiting, LLC
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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.


Date Posted: 24 May 2025
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