Senior Wealth Advisor

International Search Consultants; United States; On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Performance-based compensation

Potential equity ownership

Succession planning opportunities

Leadership responsibilities

Job summary

A premier Multi-Family Office is seeking a Senior Wealth Advisor to join its team in the United States. This role focuses on providing comprehensive wealth management services to ultra-high-net-worth clients, with responsibilities including advising on investment strategies and estate planning. Candidates should have over 7 years of experience and a strong ability to manage client relationships. Opportunities for performance-based compensation, equity ownership, and leadership roles are also offered.

Qualifications

• 7+ years of experience in wealth management or related advisory roles.
• Proven success in developing and maintaining ultra-high-net-worth client relationships.
• Ability to transition an existing book of business preferred.

Responsibilities

• Provide comprehensive wealth management services to ultra-high-net-worth clients.
• Advise on investment strategy and estate planning.
• Serve as a trusted advisor, managing relationships for clients.

Skills

Client relationship management

Investment management

Estate planning

Tax planning concepts

Leadership

Education

CFP, CFA, JD or equivalent

Job description

Senior Wealth Advisor – Multi-Family Office

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Direct message the job poster from International Search Consultants

About the Opportunity

A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm that offers the depth, resources, and holistic service platform of a top-tier wealth management organization.

This firm specializes in advising ultra-high-net-worth individuals, families, and their enterprises, delivering comprehensive services that go beyond investment management. Advisors here collaborate across disciplines — investment strategy, tax and estate planning, philanthropic advisory, and family governance — to provide a true family office experience for clients.

Market Availability

** This is an in-office opportunity open to applicants from the following markets: Scottsdale/Orange County/San Diego/Boise/Denver/Austin/Dallas /Houston, Portland, Or./Lake Oswego. Anchorage, Bay Area

The Role

We are looking for an Advisor with a proven track record of building strong client relationships and ideally the ability to transition client relationships to this platform. While an existing book of business is highly valued, this role also offers:

• A competitive base salary plus upside in performance-based compensation.
• The potential for equity ownership as the firm continues to grow.
• Clear succession planning opportunities to inherit and lead client relationships over time.
• A path to leadership responsibilities within the advisory team.

Advisors will be supported by a dedicated platform that includes family office services, in-house specialists, and a collaborative team environment designed to help you serve clients at the highest level.

Responsibilities

• Provide comprehensive wealth management and holistic planning services to ultra-high-net-worth clients.
• Advise on investment strategy, estate planning, philanthropy, and multi-generational family needs.
• Transition client relationships to the firm, leveraging its expanded platform and resources.
• Partner with internal specialists to deliver an integrated family office experience.
• Serve as a trusted relationship manager, acting as the central advisor for clients and their families.
• Contribute to the growth and direction of the firm through leadership and potential equity participation.

Qualifications

• 7+ years of experience as a Wealth Advisor, Private Banker, or in a related advisory role.
• Strong track record of developing and maintaining UHNW client relationships.
• Ability to transition an existing client base is highly preferred.
• Deep understanding of investment management, estate/tax planning concepts, and holistic wealth planning.
• Excellent communication, relationship management, and leadership skills.
• CFP, CFA, JD, or other advanced credentials preferred.

Why This Firm?

• A collaborative, team-first culture with no silos.
• Access to a broad family office platform — investments, planning, governance, philanthropy.
• Leadership and equity opportunities not typically offered at larger institutions.
• The chance to be part of a growing, entrepreneurial, top-tier Multi-Family Office that values long-term partnerships with its advisors and clients.

Seniority Level

Director

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Investment Advice, Financial Services, and Investment Management