Senior Wealth Advisor
On-site · New York City, New York, United States or Florida, United States
Job Summary
Senior Wealth Advisor to UHNW families within a Partner-led Family Office. Own a dedicated book of ultra high net worth client relationships, overseeing portfolio construction and client communication with autonomy. Manage domestic and international clients with investable assets typically in the tens of millions, collaborating to support multi-asset strategies and sophisticated investment solutions. High-emphasis on senior-level relationship management, cross-team collaboration, and delivering a scalable, growth-oriented advisory service. NYC and Southeast Florida-focused with strong compensation potential and firm-wide growth trajectory.
Required Qualifications
- Ultra high net worth client-facing experience with 10M+ level clientele
- 7+ years of investment management experience with deep knowledge across asset classes and investment strategies
- Collaborative, team-oriented mindset with excellent interpersonal skills
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