Family Office Advisor/Financial Planner (UHNW)

Next Level Recruiting, LLC; San Francisco (CA); Hybrid; USD 300,000 - 900,000; Full time

Job summary

Elite Investment & Wealth Management Firm in a hybrid role (San Francisco & New York) seeks experienced Family Office Advisors and Planners to drive tax planning, financial planning, estate structuring, investments, and advisory for UHNW clients.

You will partner with senior leadership from day one, manage complex client relationships, and shape strategy for multi‑million dollar portfolios, with an emphasis on discretion and long‑term wealth preservation.

Qualifications

• Experience working with 20MM-50MM+ clientele.
• Experience with UHNW families (20-50MM+).

Responsibilities

• Lead execution for Family Office Advisors / Planners.
• Drive strategy on tax planning, financial planning, estate structuring, investments, and advisory for UHNW clients.

Skills

UHNW client experience

Family office

Financial planning

Tax planning

Job description

Client: Elite Investment & Wealth Management Firm. Role Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW.

Overview

True front-office UHNW exposure. This isn't the backseat—you're driving strategy on tax planning, financial planning, estate structuring, investments, and advisory. You're not just pushing paper—you're building empires. Entrepreneurial spirit with a collaborative mindset.

Key Responsibilities

• Lead execution for Family Office Advisors / Planners.
• Drive strategy on tax planning, financial planning, estate structuring, investments, and advisory for UHNW clients.

Requirements

• Experienced candidates who have worked with 20MM-50MM+ clientele.
• Must have experience with UHNW Families (20-50MM+).

Whitespace to grow & access to Senior leadership & Prestigious clientele from day 1. Top tier comp/culture/benefits.