Senior Private Wealth Advisor - UHNW Client Leader

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, 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