This role offers a unique opportunity to work closely with senior wealth management professionals delivering comprehensive guidance to ultra-high-net-worth families
Job Summary
This role offers a unique opportunity to work closely with senior wealth management professionals delivering comprehensive guidance to ultra-high-net-worth families.
The position involves conducting complex financial analyses, preparing customized reporting packages, and coordinating investment and estate planning strategies.
Candidates will receive meaningful exposure to investment advisory, philanthropic advisory, and insurance analysis with a long-term pathway to becoming a lead advisor.
Matching Summary
This role offers a unique opportunity to work closely with senior wealth management professionals delivering comprehensive guidance to ultra-high-net-worth families.
Salary
Base: $120,000–$130,000; Bonus/Equity: Annual cash bonus available; Benefits: Medical, dental, vision, life insurance, and 401(k)
Skills & Requirements
Must-have
Bachelor's degree in Finance or related field
4-6+ years wealth management experience
Experience serving ultra-high-net-worth clients
Proficiency with custodians like Fidelity or Schwab
Knowledge of Addepar, Black Diamond, or Salesforce
Nice-to-have
CFP certification or Masters in Financial Planning
Strong presentation and communication skills
Intellectually curious and detail-oriented mindset
Ability to manage multiple priorities independently