Senior Wealth Advisor

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 Lead and manage relationships with high-net-worth and ultra-high-net-worth clients, while driving growth in the Dallas market (250M+ AUM) Cutting edge, holistic private wealth services for high-net-worth individuals and families with 5-50M of investable assets 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 Institutional-quality investment platform with liquid and illiquid alternatives Collaborative, entrepreneurial, client‑centric culture with strong operational infrastructure Compensation Parameters The firm is highly profitable, committed to long-term independence, and to expanding ownership participation across employees Meaningful equity opportunities available at a firm in which more than 1/3 of employees own dividend‑paying true equity Potential for equity to be granted at a discounted internal valuation, creating the potential for an immediate and meaningful increase in net worth Hybrid, 3 days a week in office, excellent benefits #J-18808-Ljbffr Leah Yosef International