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.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.Â
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.Â
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.