Family Office Advisor/Financial Planner (UHNW)
Next Level Recruiting, LLC
Client: Elite Investment & Wealth Management Firm. Role Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. Overview True front‑office UHNW exposure. This isn’t the backseat—you’re driving strategy on tax planning, financial planning, estate structuring, investments, and advisory. You’re not just pushing paper—you’re building empires. Entrepreneurial spirit with a collaborative mindset. Key Responsibilities Lead execution for Family Office Advisors / Planners. Drive strategy on tax planning, financial planning, estate structuring, investments, and advisory for UHNW clients. Requirements Experienced candidates who have worked with 20 MM‑50 MM+ clientele. Must have experience with UHNW Families (20‑50 MM+). Whitespace to grow & access to Senior leadership & Prestigious clientele from day 1. Top tier comp/culture/benefits. Feel free to apply below or shoot me a note, if appropriate. View email address on click.appcast.io #J-18808-Ljbffr Next Level Recruiting, LLC
Vacancy posted 2 days ago
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