Strategic UHNW Family Office Advisor

District Partners Llc; Los Angeles (CA); Sur place; USD 250 000 - 600 000; Plein temps

Avantages offerts par ce poste

Elite client exposure to UHNW networks

Collaborative, top-tier team

Résumé du poste

District Partners Llc in Century City, CA seeks a Wealth Advisor to work with ultra high net worth clients in a highly relationship-driven role. You will operate as a strategic advisor across investments, estate planning, tax coordination, and generational wealth transfer.

The ideal candidate has experience with UHNW individuals and a strong foundation in complex planning concepts, with CFP preferred and advanced credentials viewed favorably.

Qualifications

• Experience advising ultra high net worth individuals and families.
• Strong understanding of complex planning concepts including trusts and estate strategies.
• Polished relationship management with highly successful clientele.

Responsabilités

• Advise UHNW clients across investments, estate planning, and wealth transfer.
• Collaborate with investment professionals, tax specialists, and estate attorneys.
• Develop long term client relationships and drive sustainable growth.

Connaissances

UHNW client service

Relationship management

Trusts/estate planning

Intergenerational wealth

Formation

CFP preferred

CFA/CPA/JD/MBA preferred

Description du poste

District Partners Llc in Century City, CA seeks a Wealth Advisor to work with ultra high net worth clients in a highly relationship-driven role. You will operate as a strategic advisor across investments, estate planning, tax coordination, and generational wealth transfer.

The ideal candidate has experience with UHNW individuals and a strong foundation in complex planning concepts, with CFP preferred and advanced credentials viewed favorably.