Family Office Fiduciary Advisor
Listed on 2026-07-01
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Family Office Fiduciary Advisor
Our client is looking for a strong fiduciary and investment management professional who is experienced providing superior client service to UHNW clients $20MM+ that has worked with families $20MM+. They need someone that can manage the dynamics of a family relationship, coordinate services needed which generally means now and not tomorrow. You will be the primary relationship manager for those families.
They do prefer someone with family office experience or private banking experience. You'll be responsible for ensuring all clients needs are met while delivering the highest level of service.
At least 5 years of experience in a family office environment and/or private banking experience is required. They need someone that can coordinate all the service areas amongst a highly intelligent group throughout the firm.
You will be expected to manage workflow and projects while delivering service at a superior level. You must have a college degree and a CFP or other advanced fiduciary/Investment Management designation preferred.
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