Family Office Advisor

District Partners Llc; Los Angeles (CA); On-site; USD 250,000 - 600,000; Full time

Benefits offered by this job

Elite client exposure to UHNW networks

Collaborative, top-tier team

Job summary

District Partners Llc in Century City, CA seeks a Wealth Advisor to work with ultra high net worth clients in a highly relationship-driven role. You will operate as a strategic advisor across investments, estate planning, tax coordination, and generational wealth transfer.

The ideal candidate has experience with UHNW individuals and a strong foundation in complex planning concepts, with CFP preferred and advanced credentials viewed favorably.

Qualifications

• Experience advising ultra high net worth individuals and families.
• Strong understanding of complex planning concepts including trusts and estate strategies.
• Polished relationship management with highly successful clientele.

Responsibilities

• Advise UHNW clients across investments, estate planning, and wealth transfer.
• Collaborate with investment professionals, tax specialists, and estate attorneys.
• Develop long term client relationships and drive sustainable growth.

Skills

UHNW client service

Relationship management

Trusts/estate planning

Intergenerational wealth

Education

CFP preferred

CFA/CPA/JD/MBA preferred

Job description

District Partners has been retained by a nationally recognized, ultra high net worth focused wealth management and family office platform to identify a Wealth Advisor for its Century City, CA office. This is not a traditional advisory role built around transactional planning or mass affluent relationship management. This is a highly sophisticated, relationship driven seat working alongside some of the most accomplished professionals in the industry, serving entrepreneurs, executives, multi-generational families, athletes, entertainers, and business owners with exceptionally complex financial lives.

The firm has built a reputation as one of the premier destinations nationally for advisors focused on true family office advisory work. Their platform combines institutional caliber investment capabilities with deeply integrated planning, estate strategy, tax coordination, philanthropy, family governance, and concierge-level client service. Advisors are empowered by a highly collaborative infrastructure that allows them to focus on what matters most: delivering exceptional outcomes and becoming indispensable to clients navigating increasingly complex lives and balance sheets.

This opportunity is ideal for an advisor who thrives in a white glove, highly relationship-oriented environment and who has experience working directly with ultra affluent clients whose needs extend far beyond traditional portfolio management. The role offers meaningful exposure to sophisticated family office engagements and the ability to operate as a true strategic advisor across all dimensions of a client’s financial ecosystem.

This search is being conducted confidentially. Additional details regarding the platform, team structure, compensation, and long term growth trajectory will be shared during initial conversations.

What You'll Bring to the Table:

• Experience advising ultra high net worth individuals and families, ideally within a family office, multi-family office, private bank, or sophisticated RIA environment
• Strong understanding of complex planning concepts including trusts, estate strategies, concentrated stock, liquidity events, tax coordination, and intergenerational wealth planning
• Polished relationship management skills with the ability to build trust and operate credibly with highly successful clientele
• CFP preferred; advanced credentials such as CFA, CPA, JD, or MBA are viewed favorably
• Experience working collaboratively across multidisciplinary teams in a highly client centric environment
• California market familiarity and existing relationships within the UHNW ecosystem are highly attractive, though portable business is not the sole focus of the opportunity

Why this Role

• Access to an established and rapidly growing UHNW client base with highly sophisticated planning needs
• A collaborative team environment where advisors partner closely with investment professionals, estate attorneys, tax specialists, trust experts, and family office personnel
• An infrastructure designed to support high touch client service rather than transactional asset gathering
• The ability to advise across investments, estate planning, liquidity events, generational wealth transfer, philanthropy, business succession, and complex family office structures
• Leadership that prioritizes long term client relationships, advisor development, and sustainable growth
• Significant runway for career advancement within one of the fastest growing and most respected platforms in the industry