Overview. Dynamic, fast growing 1B AUM Independent RIA is seeking a Senior Wealth Advisor to manage 10-20 internationally based ultra high net worth client relationships (50M level clientele), partnering directly with the founder in an ensemble practice. Highlights. Manage all aspects of ultra-high net worth client relationships with a focus on complex cross-border estate, complex estate and tax planning strategies. Work in tandem with the Intern...
Independent RIA. Billings, Montana. Overview. Fast growing and dynamic National Wealth Management Firm with 6B AUM seeks an Associate Wealth Advisor in Billings, Montana to support the Senior Wealth Advisor as the Founding partner transitions towards retirement over the next 12 months. Clear track to equity partnership. Highlights. Opportunity to transition relationships and serve as the lead advisor for high net worth households in a collegial, ...
Multi Family Office. Portfolio Manager. NYC. Overview. Ultra High Net Worth focused Multi-Family Office seeks a Portfolio Manager to partner with the CIO in providing overall investments strategy, thoughtful analysis, research and due diligence with a strong focus on Option Strategies and Single Stock names. Extensive client contact. Highlights. Opportunity to lead investment research, analysis, and due diligence processes. Extensive client conta...
Managing Director. Ultra High Net Worth. Succession Planning. Overview. Independent Multi-Billion AUM Multi-Family Office seeks a Managing Director to solve for next generation succession planning with a focus on serving and growing the client base (Average Client 50M investable assets). Lead and manage relationships with ultra-high net worth individuals and families as well as their family offices and foundations. Inherit ultra-high net worth re...
5B AUM RIA. Midtown, NY. Overview. Top-tier Wealth Advisor within a 5B AUM RIA in Midtown Manhattan is seeking a Portfolio Analyst to support his practice of 250M AUM across 25 high net worth and ultra-high net worth households. Highlights. Construct and monitor custom portfolios with a focus on tax efficiency and long-term, buy-and-hold investing. Interacting with the research teams regarding individual equities and fixed income positions. Engag...
Independent RIA. Billings, Montana. Overview. Fast growing and dynamic National Wealth Management Firm with 6B AUM seeks an Associate Wealth Advisor in Billings, Montana to support the Senior Wealth Advisor as the Founding partner transitions towards retirement over the next 12 months. Clear track to equity partnership. Highlights. Opportunity to transition relationships and serve as the lead advisor for high net worth households in a collegial, ...
