Private Wealth Advisor

Established Single-Family Office seeks a Private Wealth Advisor to service their UHNW clients by providing a full suite of wealth management services.The firm is looking to hire a wealth planning professional to train in all facets of wealth managementWork closely with senior advisors to provide wealth management advice including tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment mattersAbility to learn UHNW wealth planning strategies for multi-billion dollar family members, in addition to working in a multi-generational environment with exposure to all levels of clientsFocus is on providing excellent client service; No new business requirementsPosition offers excellent work/life balance, and a strong career track within the firmRequires 2+ years', financial planning and/or High-Net-Worth tax experience; CFP or pursuing, a plus~Hybrid Work Opportunity~