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UHNW Family Office Strategist & Financial Planner

Next Level Recruiting, LLC

A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele managing assets over 20MM and will thrive in a collaborative, entrepreneurial environment. Competitive compensation and opportunities for advancement are provided from day one, along with a hybrid working model. #J-18808-Ljbffr Next Level Recruiting, LLC

Vacancy posted 3 days ago
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