Senior Family Wealth Advisor
Skills
- Attention To Detail
- Presentation Skills
- Executive Coaching
- Financial Planning
- Financial Advisory
- Asset Management
- Time Management
- Estate Planning
- Life Insurance
- Communication
- Presentations
- Family Office
- Intelligence
- Preparation
- Team Player
- Management
- SalesForce
- Cash Flow
- Insurance
- Integrity
- Planning
- Training
- Coaching
- Business
- Pricing
- Review
- RIA
- Tax
- CRM
- CFA
- Accountability
- Wellness
- Access
- Regulatory Compliance
- Verbal Communication
- Collaboration
- Team-oriented
- Investments
- Individual
- Compliance
- Technology
- CFP
- Attention To Detail
- Presentation Skills
- Executive Coaching
- Financial Planning
- Financial Advisory
- Asset Management
- Time Management
- Estate Planning
- Life Insurance
- Communication
- Presentations
- Family Office
- Intelligence
- Preparation
- Team Player
- Management
- SalesForce
- Cash Flow
- Insurance
- Integrity
- Planning
- Training
- Coaching
- Business
- Pricing
- Review
- RIA
- Tax
- CRM
- CFA
- Accountability
- Wellness
- Access
- Regulatory Compliance
- Verbal Communication
- Collaboration
- Team-oriented
- Investments
- Individual
- Compliance
- Technology
- CFP
Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office dedicated to serving wealth creators, entrepreneurs, business owners, and families navigating significant liquidity events. Their mission is to help clients optimize life-changing transitions, enhance generational impact, and live purposeful, aligned lives.
The firm combines advanced planning, sophisticated investments, and family office services within a collaborative, team-first culture. This environment fosters growth and innovation, offering a unique opportunity for leaders to influence the continued expansion of a modern, client-centric wealth firm.
Role Overview
The Senior Family Wealth Advisor plays a pivotal role as a key relationship manager for client families. Working closely with the Advanced Planning and Client Service teams, this individual ensures the delivery of a world-class client experience. The role involves guiding clients across four primary planning domains: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving.
Key Responsibilities
- Serve as the primary relationship manager for assigned client families.
- Facilitate implementation of strategies across Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Planning.
- Partner closely with the Advanced Planning Team and Client Service Team to deliver a cohesive, exceptional experience.
- Lead prospect proposal preparation and client review presentations.
- Present cash flow models and advanced planning topics in client meetings.
- Use the firm's CRM and internal workflows to document meeting notes, action items, and follow-through tasks.
- Support the Advanced Planning Team with client cash flow analyses.
- Maintain and deepen multi-generational client relationships.
- Coordinate with clients' external advisors (tax, legal, insurance, business advisors).
- Uphold regulatory compliance and firm policies.
- Contribute to a collaborative, team-oriented culture.
Required Qualifications
- Bachelor's degree.
- 5+ years of experience in a client-facing advisory role within an RIA, broker-dealer, family office, or private wealth firm.
- Series 65 or equivalent.
- Professional designations such as CFP®, CFA®, CIMA®, or equivalent.
- Experience with advanced planning tools (DAFs, foundations, 529s, insurance strategies).
- Understanding of core estate planning techniques.
- Ability to deliver portfolio and asset management guidance.
- Excellent written and verbal communication skills, capable of simplifying complexity.
- Strong organizational skills with exceptional follow-through.
- Ability to collaborate effectively with tax advisors, attorneys, and external professionals.
- High emotional intelligence, attention to detail, integrity, and commitment to client-first service.
- A growth mindset and enthusiasm for ongoing learning.
Preferred Qualifications
- Portable book profile focused on relationship-driven clients, ideally concentrated in business owners, M&A ecosystem relationships, and founders navigating liquidity events.
- Cultural fit grounded in collaboration over ego and a team-first mindset.
- Commitment to building a unified brand rather than promoting a personal brand.
- Desire for a platform offering advanced planning depth, best-in-class technology, investment resources, lifestyle concierge support, expertise around pre- and post-liquidity optimization, and multi-generational guidance.
Compensation & Benefits
- Full-time, exempt role.
- Competitive salary plus incentive bonus structure.
- Comprehensive benefits including medical, dental, vision, life, and disability insurance.
- 401(k) with 100% match up to 3% of annual pay.
- 21 days PTO to start, plus accrual program.
- Professional development, certification support, and executive coaching.
- Wellness reimbursement.
- Regular team events and annual retreat.
- Access to exclusive vendor networks and preferred pricing.