Family Office Advisor – UHNW at Next Level Recruiting

Full-time
California, USA
Posted 4 days ago

Website Next Level Recruiting

Where top companies meet next level talent. We leverage our global network & partner with our clients to find the optimal talent for any need. As a result, our clients obtain exceptional candidates and our candidates are presented with the opportunity to rise to the next level.

About the job

Client: Elite Investment & Wealth Management Firm
Role Locations (Hybrid): SF & NY
Roles: Family Office Advisors & Financial Planners (Experienced) UHNW

True front-office UHNW SFO exposure. This isn’t the backseat—you’re driving strategy on tax planning, financial planning, estate structuring, investments, and advisory. You’re not just pushing paper—you’re building empires. Entrepreneurial spirit with collaborative mindset.

Looking for experienced candidates only who have worked with 20MM-50MM+ Clientele:
Lead execution Family Office Advisors / Planners
Must have experience with UHNW Families (20-50MM+)
Whitespace to grow & access to Senior leadership/Prestigious clientele from day 1
Top tier comp/culture/benefits

To apply for this job please visit www.linkedin.com.

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