Private Wealth Advisor

Coda Search│Staffing; United States; On-site; USD 120,000 - 300,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading wealth management firm is seeking a Private Wealth Advisor to provide innovative financial strategies to ultra-high-net-worth clients. The role emphasizes relationship-building, leveraging advanced technology, and collaboration with investment and tax professionals. Ideal candidates have wealth management experience and relevant credentials like CFP or CFA. Competitive compensation is offered, along with comprehensive benefits.

Qualifications

• A seasoned wealth professional with experience advising HNW/UHNW clients.
• Hold relevant credentials such as CFP, CFA, CPA, or Series 65.
• Passionate about leveraging technology to elevate financial planning and investment strategies.
• Looking for an entrepreneurial environment that values innovation, collaboration, and long-term client success.

Responsibilities

• Serve as a trusted advisor to UHNW clients, offering customized wealth planning and investment strategies.
• Leverage advanced technology to streamline portfolio management and enhance client decision-making.
• Collaborate with in-house investment, estate planning, and tax teams to deliver holistic financial solutions.
• Help shape the next generation of financial tools, providing input to refine the platform.
• Focus on relationship-building, business development, and high-touch client service without the burden of back-office tasks.

Job description

Overview

Private Wealth Advisor – Tech-Forward Multi-Billion Dollar RIA

We are representing a cutting-edge, multi-billion-dollar family office that is redefining wealth management through technology and innovation. With a mission to deliver highly personalized financial strategies while streamlining the advisory experience, the firm has developed cutting-edge financial solutions, leveraging proprietary technology to enhance portfolio management, estate planning, and tax strategies for ultra-high-net-worth (UHNW) families.

Responsibilities

• Serve as a trusted advisor to UHNW clients, offering customized wealth planning and investment strategies.
• Leverage advanced technology to streamline portfolio management and enhance client decision-making.
• Collaborate with in-house investment, estate planning, and tax teams to deliver holistic financial solutions.
• Help shape the next generation of financial tools, providing input to refine the platform.
• Focus on relationship-building, business development, and high-touch client service without the burden of back-office tasks.

Qualifications

• A seasoned wealth professional with experience advising HNW/UHNW clients.
• Hold relevant credentials such as CFP, CFA, CPA, or Series 65.
• Passionate about leveraging technology to elevate financial planning and investment strategies.
• Looking for an entrepreneurial environment that values innovation, collaboration, and long-term client success.

Details

• Seniority level: Director
• Employment type: Full-time
• Job function: Sales, Business Development, and Finance
• Industries: Financial Services, Investment Advice, and Investment Management

Benefits

• Medical insurance
• Vision insurance
• 401(k)

Compensation

• Location: United States
• Compensation: $120,000.00-$300,000.00