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Wealth Advisor, Ultra High Net Worth
Location
Florida
Posted
1 day ago
Salary
0
Seniority
Lead
Job Description
Wealth Advisor, Ultra High Net Worth
Father Gabriel Richard High School - Ann Arbor, Michigan
• Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance • Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer • Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments • Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support • Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve • Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards
Job Requirements
- 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
- Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
- Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
- Series 65 or equivalent registration with clean U4
- Tech-savvy mindset with comfort adopting modern wealth management platforms
Benefits
- Competitive comp package that rewards impact
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
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