Wealth Manager for UHNW Families & Foundations

CFA Institute; Palo Alto (CA); Sur place; USD 150 000 - 200 000; Plein temps

Résumé du poste

Stamos Capital Partners, L.P. seeks a Wealth Manager for the Partner Capital Group to lead day-to-day client relationships and own the financial and investment plans for a core group of partners.

You will coordinate with investment partners’ advisors, build comprehensive wealth plans, and translate complex decisions into actionable steps while ensuring fiduciary and regulatory compliance.

Qualifications

• 8+ years of client-facing wealth management or financial planning experience with foundations or high-net-worth families.

Responsabilités

• Serve as day-to-day lead contact for 10-15 investment partners and coordinate access to planning solutions.
• Build and maintain comprehensive investment and financial plans including liquidity, risk, retirement, and legacy planning.
• Coordinate with accountants, tax advisors, estate attorneys, trustees, and insurance professionals.

Connaissances

Wealth management

Financial planning

Description du poste

Stamos Capital Partners, L.P. seeks a Wealth Manager for the Partner Capital Group to lead day-to-day client relationships and own the financial and investment plans for a core group of partners.

You will coordinate with investment partners’ advisors, build comprehensive wealth plans, and translate complex decisions into actionable steps while ensuring fiduciary and regulatory compliance.