Private Wealth Advisor
About The Position
Private Wealth Advisor About Our Client Our client is a distinguished wealth management firm specializing in alternative investments for individuals and institutions. They offer exclusive opportunities across multiple asset classes, including Private Equity, Venture Capital, Real Estate, Private Debt , alongside traditional equity and fixed-income portfolios . The firm delivers a comprehensive wealth management platform tailored to Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients, providing goal-oriented investing, expert guidance, and exceptional personalized service. Their services also include business management, tax strategy, insurance, and financial planning . About the Role We are seeking an experienced Wealth Advisor to join the Private Wealth team . This is an excellent opportunity to join a modern, fast-growing investment firm offering proprietary alternative investments across multiple asset classes. The Wealth Advisor will play a critical role in developing, managing, and expanding client relationships . You will serve as the primary point of contact for a select group of private clients while actively contributing to new business development. This role requires close collaboration with internal teams to deliver tailored financial solutions and exceed client expectations.
Requirements
- 5–7+ years of experience in wealth advisory or private wealth management
- Demonstrated success in developing and managing client relationships
- Ability to transfer a minimum of $20 million book of business
- Bachelor's degree required
- Legally authorized to work in the United States
- Successful completion of background checks and pre-employment assessments
- Ability to perform essential job functions with or without reasonable accommodation
Nice To Haves
- CFP® (Certified Financial Planner) designation preferred but not required
Responsibilities
- Develop and manage new client relationships, including ongoing client communication
- Serve as the primary point of contact for existing and newly onboarded clients
- Proactively source and develop new business through strategic networking and referrals
- Grow the firm's HNW and UHNW client base
- Implement comprehensive financial plans, coordinating estate planning, business management, and tax strategies
- Collaborate with the Head of Portfolio Management to align investment strategies with client goals
- Work with internal fund managers to allocate client capital into appropriate alternative investment strategies
- Maintain the highest ethical standards and demonstrate a commitment to exceptional client service
- Ensure compliance with company policies and regulatory requirements as a Registered Investment Advisor
Benefits
- Medical, dental, and vision insurance
- 401(k) plan with employer match
- Stock market holidays and paid time off (PTO)
- Additional fringe benefits offered to similarly situated employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
