Wealth Advisor, Ultra High Net Worth

This is a fully remote position, open to applicants in Florida.

📋 Description

• Act as the main consultant for UHNW clients, holding regular discussions to evaluate their changing financial requirements, objectives, and risk tolerance.

• Provide guidance on advanced estate planning, tax optimization techniques, charitable contributions, and wealth transfer across generations.

• Partner with the investment team to explore alternative investment options, including private equity, venture capital, and direct investments.

• Manage concierge services such as bill payments, private aviation, real estate oversight, and family governance assistance.

• Consistently assess client portfolios and suggest modifications as situations and market dynamics change.

• Ensure precise documentation and compliance with all regulatory and fiduciary obligations.

⛳️ Requirements

• Over 7 years of experience in wealth management with a proven track record of serving HNW/UHNW clients in a multi-family office, private bank, or prestigious RIA setting.

• In-depth knowledge of complex wealth strategies, including tax legislation, trust frameworks, estate planning, and alternative investments.

• Outstanding capability to convey intricate financial ideas to clients and family members with varying levels of financial understanding.

• Possession of Series 65 or equivalent registration with a clean U4 record.

• A tech-savvy approach, comfortable with adopting cutting-edge wealth management technologies.

🏝️ Benefits

• Competitive compensation package that recognizes impactful contributions.

• Comprehensive health benefits along with 401(k) matching and Roth IRA options.

• Unlimited paid time off (PTO).

• Collaborate with some of the brightest talents in the fintech sector.

• An opportunity to join a rapidly growing startup at the ground level.

• Define your own growth trajectory as we expand.