Front-Office UHNW Family Office Advisor (Hybrid)

Next Level Recruiting, LLC; San Francisco (CA); Híbrido; USD 300.000 - 900.000; Jornada completa

Descripción de la vacante

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.

Formación

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

Responsabilidades

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

Conocimientos

UHNW client experience

Family office

Financial planning

Tax planning

Descripción del empleo

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.