EVOKE | Family Office Advisor
On-site · Century City, California, United States
Job Summary
Century City, CA-based Family Office Advisor role focused on true UHNW client engagements beyond standard portfolio management. You will deliver sophisticated, cross-disciplinary advisory across investments, estate strategies, tax coordination, liquidity events, and intergenerational wealth planning, partnering with investment professionals, estate attorneys, tax specialists, trust experts, and family office personnel to provide concierge-level, highly personalized service. Ideal candidates have polished relationship management skills and experience serving entrepreneurs, executives, multi-generational families, athletes, entertainers, and business owners with complex financial lives; CFP preferred with advanced credentials such as CFA, CPA, JD, or MBA viewed favorably. The role emphasizes strategic advising across investments, estate planning, liquidity, generational wealth transfer, philanthropy, business succession, and governance within a collaborative platform that supports long-term client relationships and advisor development.
Required Qualifications
- CFP preferred
- CFA preferred
- CPA preferred
- JD preferred
- MBA preferred
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