Senior Wealth Advisor - Ultra High Net Worth

Job Description

Senior Wealth Advisor

Multi-Family Office

Overview

Uncompromisingly independent employee owned 9B AUM Multi-Family Office seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and families in Denver (5M-500M+ Level Clientele). Clear track to equity.

Highlights

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• Lead and manage relationships with high-net-worth and ultra-high-net-worth clients, while driving growth in the Denver market (300M+ AUM)
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• Cutting edge, holistic private wealth services for high-net-worth individuals and families with 5-50M of investable assets
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• Comprehensive Family Office services support families with $50M–$500M+ balance sheets, including bill pay, concierge, aviation, lifestyle management, philanthropic advisory and in-house trust & estate and tax expertise
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• Institutional-quality investment platform with liquid and illiquid alternatives
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• Collaborative, entrepreneurial, client-centric culture with strong operational infrastructure
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Compensation Parameters

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• The firm is highly profitable, committed to long-term independence, and to expanding ownership participation across employees
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• Meaningful equity opportunities available at a firm in which more than 1/3 of employees own dividend-paying true equity
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• Compensation package includes commensurate guaranteed compensation ($200,000+), sign-on bonuses, and equity participation well above market standards
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• Potential for equity to be granted at a discounted internal valuation, creating the potential for an immediate and meaningful increase in net worth
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• Hybrid, 3 days a week in office, excellent benefits
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2038