Senior Wealth Advisor for UHNW Families

Mom Corps; New York (NY); On-site; USD 250,000 - 350,000; Full time

Job summary

Mom Corps is recruiting a Senior Advisor for a direct hire role in New York City. This position requires deep expertise in integrated investment planning for ultra-high net worth families, with a focus on aligning tax, estate, and family governance decisions.

The successful candidate will lead client meetings, translate complex topics into clear guidance, and serve as a trusted partner inside and outside the firm’s formal scope.

Qualifications

• 15+ years of investment experience with UHNW/family clients
• Broad knowledge across asset classes including private/alternative investments
• Strong integrated financial planning understanding across tax, estate, governance
• Ability to translate complex topics into clear guidance for sophisticated clients
• Existing credibility as a public-facing professional (panels, webinars, thought leadership)

Responsibilities

• Own each client family's complete experience beyond investments: multi-generational planning and governance
• Lead client meetings, ensuring deliverables are accurate, timely, and illuminating
• Translate investment topics into insights that empower families to make informed decisions
• Serve as a trusted thought partner inside and outside the firm’s formal purview
• Contribute to business development among UHNW families and industry events
• Develop integrated investment plans and maintain IPS updates
• Review client investments for alignment with objectives and coordinate with tax advisors

Skills

Investment experience

Public speaking

Client relationships

Financial planning

Bilingual Spanish

Education

CFA designation

IAR licensing

Job description

Mom Corps is recruiting a Senior Advisor for a direct hire role in New York City. This position requires deep expertise in integrated investment planning for ultra-high net worth families, with a focus on aligning tax, estate, and family governance decisions.

The successful candidate will lead client meetings, translate complex topics into clear guidance, and serve as a trusted partner inside and outside the firm’s formal scope.