Family Office Investment and Wealth Advisor

New City Family Office; Denver (CO); Hybrid; USD 140,000 - 230,000; Full time

Job summary

New City Family Office seeks an Investment Advisor to partner with high-net-worth families, designing holistic wealth plans and monitoring portfolios across traditional and alternative investments. You will translate complex strategies into clear guidance and collaborate with in-house tax and planning teams to deliver integrated solutions.

The role emphasizes client-facing excellence, disciplined risk management, and a long-term perspective aligned with stewardship and legacy goals.

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• 5+ years of experience in investment advisory, asset management, or family office/wealth management.
• Strong analytical skills with experience evaluating traditional and alternative asset classes.
• Proven ability to build and maintain high-trust client relationships.
• Excellent follow-through, communication, and presentation skills.
• Alignment with New City’s values of stewardship, integrity, and long‑term perspective.

Responsibilities

• Create holistic financial plans combining asset allocation and cash flow modeling with tax-smart strategies.
• Align investment structures with long-term wealth transfer and philanthropic goals.
• Collaborate with tax advisors to ensure strategies align with client objectives.
• Identify and close planning gaps by integrating investments, liquidity, and tax considerations.
• Serve as primary or supporting advisor for designated client families.
• Develop and implement investment strategies aligned with each family’s plan and risk tolerance.
• Conduct ongoing portfolio monitoring, rebalancing, and performance review.
• Coordinate with internal teams and external managers to deliver integrated solutions.

Skills

Analytical skills

Relationship management

Communication & presentation

Portfolio evaluation

Client education

Education

Bachelor’s degree in finance, economics, or related field

MBA, CFA, or CAIA preferred

Job description

New City Family Office seeks an Investment Advisor to partner with high-net-worth families, designing holistic wealth plans and monitoring portfolios across traditional and alternative investments. You will translate complex strategies into clear guidance and collaborate with in-house tax and planning teams to deliver integrated solutions.

The role emphasizes client-facing excellence, disciplined risk management, and a long-term perspective aligned with stewardship and legacy goals.