Private Wealth Advisor

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
.

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.

• Employment Type:
  
  Full-time, Exempt
• Work Arrangement:
  On-site or Remote
• Reporting Line: CEO

• 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

• Highly motivated, entrepreneurial, and results-driven mindset
• Proven ability to pitch, onboard, and retain clients
• Strong client-centric approach
• Team-oriented with leadership capabilities
• Ability to thrive in a fast-growing, entrepreneurial environment

• 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

• CFP® (Certified Financial Planner) designation preferred but not required

• 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

Email: ade