Private Wealth Advisor

H-Squared; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

H-Squared is seeking a Family Office Advisor/Wealth Planner to provide comprehensive financial advice to ultra-high-net-worth clients. In this role, you will leverage internal resources to create tailored financial plans, ensuring exceptional client service and long-term relationships. Join an expanding firm that values expertise in wealth management.

Qualifications

• 7+ years of experience in wealth, tax, or estate planning.
• Experienced advising HNW/UHNW clients.
• Familiar with family wealth planning aspects (estate, tax, insurance).

Responsibilities

• Deliver strategic financial advice on tax, estate, and retirement planning.
• Develop bespoke financial plans for approximately 15 clients.
• Coordinate input from analysts and subject-matter experts.

Skills

Interpersonal skills

Communication skills

Client management

Strategic financial advising

Education

JD, LLM, CPA, or CFP

Job description

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Job Title: Family Office Advisor/Wealth Planner– Ultra-High-Net-Worth Clients

Overview:

A prestigious multi-family office is looking to hire a Family Office Advisor/Wealth Planner to join its expanding advisory platform. These roles are newly created due to a strong client demand and offer the opportunity to work directly with ultra-high-net-worth (UHNW) individuals and families. The firm delivers a truly holistic, white-glove wealth management experience, integrating investment management with in-depth planning services.

You will work as a senior planning specialist and trusted advisor alongside client-facing Private Advisors, leveraging extensive internal resources (tax, insurance, estate, CFO services, etc.) to deliver best-in-class financial advice and quarterly planning deliverables.

Key Responsibilities:

• Partner closely with relationship leads to deliver strategic financial advice across tax, estate, insurance, philanthropy, and retirement planning.
• Develop and maintain bespoke financial plans tailored to each family’s needs, managing approximately 15 long-term client relationships.
• Coordinate cross-functional input from internal subject-matter experts (SMEs), analysts, and associates to ensure timely and high-quality deliverables.
• Act as the lead in meetings with clients and their external advisors, managing ongoing advisory relationships.
• Drive intergenerational planning strategies and identify value-added services across the firm’s family office platform.

What We’re Looking For:

• 7+ years of experience in wealth, tax, or estate planning, with a proven track record advising HNW/UHNW clients.
• JD, LLM, CPA, or CFP highly preferred.
• Strong interpersonal and communication skills—must be confident presenting to sophisticated clients.
• Broad familiarity with all aspects of family wealth planning (e.g., estate planning, complex tax, insurance).
• Experience managing a book of 15–25 planning relationships with complex needs.
• Backgrounds in top-tier family offices or similar firms, are highly valued.

Why This Role?

• Join a firm with over $150B in AUM, rapidly growing through acquisitions and high-end advisory solutions.
• Work on truly impactful client mandates with deep planning complexity and meaningful client relationships.
• Collaborate with top talent in a collegial, intellectually rigorous environment with the infrastructure and capital to support growth.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Strategy/Planning

• Industries

  Financial Services and Investment Management

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