Private Wealth Advisor

Coda Search│Staffing; United States; On-site; USD 200,000 - 300,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based incentives

Pathway to ownership

Job summary

A leading financial advisory firm is seeking an experienced Senior Vice President / Managing Director to join its advisory team. The candidate will manage relationships with high net worth individuals, delivering integrated wealth management solutions. Qualified applicants should have over 10 years of experience and a portable book of at least $25 million in client assets. Competitive compensation and a path to ownership is offered.

Qualifications

• 10+ years of experience advising HNW and UHNW individuals.
• Demonstrated ability to build client relationships across generations.
• Proven record of originating new client relationships with at least $25MM in assets.

Responsibilities

• Act as the primary advisor managing complex relationships.
• Deliver holistic wealth advice across investments and philanthropy.
• Mentor junior advisors and contribute to client service talent development.

Skills

Client relationship management

Investment planning

Estate and tax planning

Interpersonal communication

Education

CFA, CFP, JD, CPA

Job description

Overview

A multi-billion multi-family office is seeking an experienced Senior Vice President / Managing Director to join its advisory team. This individual will serve as a trusted advisor to High Net Worth (HNW) and Ultra High Net Worth (UHNW) families, delivering fully integrated wealth management solutions while contributing to the firm’s growth. Candidates must bring a portable book of business of at least $25 million in client assets.

Key Responsibilities

• Act as the primary advisor managing complex relationships with HNW and UHNW individuals, families, and business owners.
• Deliver holistic wealth advice across investments, estate and tax planning, family governance, and philanthropy, leveraging the firm’s institutional resources.
• Transition and grow a portable book of at least $25MM, with support from the firm’s platform and business development resources.
• Partner with the investment team to construct and oversee customized portfolios aligned with client objectives and long-term goals.
• Cultivate new relationships through personal networks, centers of influence, and referrals, expanding the firm’s HNW and UHNW client base.
• Collaborate with senior leadership on strategic initiatives designed to enhance client experience and drive growth.
• Mentor junior advisors and contribute to the development of next-generation client service talent.

Qualifications

• 10+ years of experience advising HNW and UHNW individuals and families within a multi-family office, private bank, or RIA.
• Demonstrated ability to build and deepen client relationships across multiple generations.
• Proven record of originating new client relationships and transitioning assets; must bring a portable book of at least $25MM in investable assets.
• Strong investment and planning acumen, with the ability to coordinate across estate, tax, and philanthropic needs.
• Professional designations such as CFA, CFP, JD, or CPA are strongly preferred.
• Highly polished interpersonal, communication, and client service skills.

Compensation

Competitive base salary, performance-based incentives, pathway to ownership, and long-term upside aligned with client and firm growth.