Family Office Advisor/Financial Planner (UHNW)

Next Level Recruiting, LLC; San Francisco (CA); Hybrid; USD 180,000 - 300,000; Full time

Benefits offered by this job

Competitive compensation

Access to senior leadership

Prestigious clientele

Job summary

A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele managing assets over 20MM and will thrive in a collaborative, entrepreneurial environment. Competitive compensation and opportunities for advancement are provided from day one, along with a hybrid working model.

Qualifications

• Proven experience with UHNW clientele, preferably managing assets over 20MM.
• Strong understanding of financial strategies and tax implications for UHNW families.

Responsibilities

• Lead execution for Family Office Advisors / Planners.
• Drive financial strategy for UHNW clients on various aspects.

Skills

Experience with UHNW Families

Tax planning

Financial planning

Estate structuring

Investment advisory

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 20 MM‑50 MM+ clientele.
• Must have experience with UHNW Families (20‑50 MM+).

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

Feel free to apply below or shoot me a note, if appropriate.
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