Private Wealth Advisor

Moment Partners, LLC; San Francisco (CA); On-site; USD 250,000 - 450,000; Full time

Job summary

Moment Partners, LLC is seeking an experienced client advisor to lead relationships with high-net-worth households. This role oversees investments, financial planning, tax and estate strategies, and major life decisions, ensuring a seamless client experience.

You will coordinate internal teams and external partners, handing off as needed to support the growth and continuity of client relationships. You will collaborate with founders on succession planning, share market insights, and participate

Qualifications

• 6+ years in an RIA, family office, or fiduciary setting with a strong track record advising sophisticated clients through complex scenarios.
• Clear communicator with fiduciary mindset; proactive and effective in a lean environment, comfortable owning client relationships end-to-end.

Responsibilities

• Serve as primary advisor for a high-net-worth client portfolio, leading discussions on investments, financial planning, tax and estate strategy, and major life decisions.
• Coordinate internal teams and external partners to deliver a cohesive, high-quality client experience.
• Collaborate with founding advisors on thoughtful handoffs and support a multi-year succession process.
• Articulate our proactive investment philosophy, market insights, and private opportunities clearly.
• Participate in weekly huddles to improve workflows, refine technology, and contribute to growth initiatives and mentoring.

Skills

Relationship management

Financial planning

Tax strategy

Estate planning

Communication

Job description

Moment Partners is a registered investment advisor managing ~$1.0 billion in assets for UHNW/HNW households. The firm delivers advice across investments, tax strategy, estate planning, and life transitions by leveraging modern technology and strategic partnerships with CPAs and estate attorneys. The firm is at an inflection point: Strong growth to over a billion in assets in the first two years with a lean team now at capacity. Founding partners are reducing client loads to focus on strategy and vision. The firm is investing in operations, technology, and partnerships so they can support growth and maintain standards of advice and execution.

About the Role

This role provides early primary responsibility for client relationships: transitioning established households over the first 18–24 months, without requiring a portable book. A proven advisor to own complex client relationships end-to-end. An early client leadership role with collaboration turning to full primary responsibility. As the relationship lead you will ultimately serve as the primary decision-maker and point of accountability for assigned client relationships. For those who want to be actively involved in how the firm grows, this is a genuine opportunity to contribute to firm direction, mentor others, and share meaningfully in the rewards.

Responsibilities

• Primary advisor for a high-net-worth client portfolio; lead discussions on investments, financial planning, tax and estate strategy, and major life decisions.
• Integrate internal teams and external partners to deliver a cohesive, high-quality client experience.
• Partner with founding advisors on thoughtful handoffs; support a multi-year succession process.
• Communicate our proactive investment philosophy, market insights, and private investment opportunities clearly and confidently.
• Participate in weekly huddles focused on continuous improvement; help refine workflows and technology; for those interested, contribute to growth initiatives, mentoring, and/or strategic direction.

Qualifications

• 6+ years in an RIA, family office, or fiduciary setting, with a strong track record advising sophisticated clients through complex scenarios (e.g., liquidity events, concentrated positions, multi-generational planning).
• Clear communicator, sound judgment, fiduciary mindset, proactive and effective in a lean environment, comfortable owning client relationships end-to‑end, and fluent with modern advisory technology.