Private Wealth Advisor

Join a highly collaborative, client-first multi-family office supporting UHNW individuals and families. This role is ideal for an advisor with 5+ years of UHNW or advanced planning experience who wants to deepen their exposure to complex, integrated wealth management.

• Serve as the day-to-day project manager for assigned client relationships.
• Prepare for and participate in client meetings; manage follow-ups and cross-team coordination.
• Create client review materials, proposals, and custom reporting.
• Support senior advisors with cash-flow modeling, scenario analysis, and advanced planning.
• Build trusted relationships with client families and external partners (CPAs, attorneys, insurance).
• Ensure all work aligns with compliance, fiduciary, and firm standards.

Required:

• 5+ years in a client-facing advisory or planning role (RIA, broker-dealer, MFO).
• Experience supporting UHNW clients ($10M+).
• Series 63/65/66.
• Excellent communication, organization, and attention to detail.

Preferred:

• CFP CFA CIMA (or in progress)
• Experience with tools like eMoney, Orion, Salesforce.
• Life/Disability Insurance license.
• Competitive base + discretionary bonus
• 401(k) with 3% match
• Generous PTO
• Wellness stipend & regular team retreats