UHNW Family Office Strategist & Financial Planner

Next Level Recruiting, LLC; San Francisco (CA); Hybrid; USD 180,000 - 300,000; Full time

Benefits offered by this job

Competitive compensation

Access to senior leadership

Prestigious clientele

Job summary

A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele managing assets over 20MM and will thrive in a collaborative, entrepreneurial environment. Competitive compensation and opportunities for advancement are provided from day one, along with a hybrid working model.

Qualifications

• Proven experience with UHNW clientele, preferably managing assets over 20MM.
• Strong understanding of financial strategies and tax implications for UHNW families.

Responsibilities

• Lead execution for Family Office Advisors / Planners.
• Drive financial strategy for UHNW clients on various aspects.

Skills

Experience with UHNW Families

Tax planning

Financial planning

Estate structuring

Investment advisory

Job description

A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele managing assets over 20MM and will thrive in a collaborative, entrepreneurial environment. Competitive compensation and opportunities for advancement are provided from day one, along with a hybrid working model.