What are the responsibilities and job description for the Family Office Advisor/Financial Planner (UHNW) position at Next Level Recruiting, LLC?
Client: Elite Investment & Wealth Management FirmRole Locations (Hybrid): SF & NYRoles: Family Office Advisors & Financial Planners (Experienced) UHNW
True front-office UHNW SFO exposure. This isn’t the backseat—you’re driving strategy on tax planning, financial planning, estate structuring, investments, and advisory. You’re not just pushing paper—you’re building empires. Entrepreneurial spirit with collaborative mindset.
***Looking for experienced candidates only who have worked with 20MM-50MM Clientele***Lead execution Family Office Advisors / PlannersMust have experience with UHNW Families (20-50MM )Whitespace to grow & access to Senior leadership/Prestigious clientele from day 1Top tier comp/culture/benefits
Feel free to apply below or shoot me a note, if appropriate.DanielC@NLR.careers
True front-office UHNW SFO exposure. This isn’t the backseat—you’re driving strategy on tax planning, financial planning, estate structuring, investments, and advisory. You’re not just pushing paper—you’re building empires. Entrepreneurial spirit with collaborative mindset.
***Looking for experienced candidates only who have worked with 20MM-50MM Clientele***Lead execution Family Office Advisors / PlannersMust have experience with UHNW Families (20-50MM )Whitespace to grow & access to Senior leadership/Prestigious clientele from day 1Top tier comp/culture/benefits
Feel free to apply below or shoot me a note, if appropriate.DanielC@NLR.careers