Director-level Wealth Advisor for UHNW Clients

LHH Recruitment Solutions; San Francisco (CA); On-site; USD 170,000 - 230,000; Full time

Job summary

LHH Recruitment Solutions is partnering with a growing wealth management firm to fill a Director-level advisor role. The position targets an experienced advisor who thrives on building relationships with sophisticated clients while growing into leadership.

Ideal candidates bring 5+ years in RIA/wealth management, direct work with high-net-worth families, and strong advisory skills in asset allocation and performance analysis. Mentoring and cross-team collaboration are expected.

Qualifications

• 5+ years in an RIA or wealth management environment.
• Experience working directly with HNW/UHNW clients.
• Strong client relationship management and advisory skills.
• Asset allocation capabilities.
• Ability to discuss investment strategy and performance.
• Willingness to mentor junior team members and collaborate across teams.

Skills

Relationship Mgmt

HNW/UHNW Client Experience

Asset Allocation

Performance Analysis

Investment Strategy

Mentorship

Cross-functional Collaboration

Job description

LHH Recruitment Solutions is partnering with a growing wealth management firm to fill a Director-level advisor role. The position targets an experienced advisor who thrives on building relationships with sophisticated clients while growing into leadership.

Ideal candidates bring 5+ years in RIA/wealth management, direct work with high-net-worth families, and strong advisory skills in asset allocation and performance analysis. Mentoring and cross-team collaboration are expected.