Financial Advisor
Firm Overview: We are a boutique, independent Registered Investment Advisor (RIA) firm structured as a multifamily office, serving ultra-high-net-worth families with comprehensive, concierge-level financial services. Our mission is to deliver deeply personalized wealth management, estate planning, tax strategy, and investment advisory services through a collaborative and fiduciary-driven approach.
Position Summary: We are seeking an experienced and entrepreneurial Financial Advisor to join our growing team. The ideal candidate will bring a minimum of $25 million in transferrable client assets, a strong commitment to fiduciary standards, and a passion for delivering holistic financial guidance to affluent families.
Key Responsibilities:
- Serve as the primary advisor to a select group of high-net-worth clients and families.
- Deliver comprehensive financial planning, including investment management, estate planning, tax strategy, and risk management.
- Collaborate with internal specialists and external partners (CPAs, attorneys, etc.) to coordinate client solutions.
- Maintain and grow client relationships through proactive communication, strategic reviews, and white-glove service.
- Stay current on market trends, regulatory changes, and financial planning innovations.
- Uphold the highest standards of compliance, ethics, and fiduciary responsibility.
Qualifications:
- Minimum of $25 million in transferrable client assets.
- CFP®, CFA®, or other relevant professional designation preferred.
- Proven track record of working with ultra-high-net-worth individuals and families.
- Deep understanding of investment strategies, estate planning, and tax optimization.
- Strong interpersonal and communication skills.
- Entrepreneurial mindset with a collaborative spirit.
Why Us?
- Experience True Independence - We've never taken private equity money. That means no outside agendas or growth-at-all-costs mentality. Just long-term alignment with you and your clients on your terms.
- Own More Than Just Your Book - We're 100% owned by our team members and ultrahigh- net-worth families. Every team member receives equity and every advisor has a path to partner. That means a real stake in the firm's future - and a seat at the management table.
- Attract Bigger Clients - Sophisticated clients expect more - and we deliver. Our proprietary Alts+ platform, advanced tax strategies, and full family office suite position you to charge higher fees and win more big clients.
- Drive New Business At Scale - Stop relying on referrals. Our dedicated in-house marketing, business development, and tech team will help you define your target markets and reach them through mass automated outreach that raises your profile at scale.
- Tech That Saves Time - Leverage a modern tech stack that simplifies everything from tax reporting to your sales pipeline so you can focus on what you're good at.
- Contribute to the Culture- Thrive in a true team environment. Join a collaborative team of experts who share a commitment to doing what's best for your clients - together.