Sr. Financial Advisor

Website Shade Tree Advisors

With technical expertise in tax, estate planning, and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations.

Full Job Description

  • Independent multi-family office providing technical expertise in tax, estate planning, and wealth management for a select group of clientele.
  • Seeking a Family Office Advisor to manage and onboard new clients.
  • Offering highly competitive salary and benefits based on experience and skill set.

Skills & Responsibilities:

  • Strong technical knowledge to advise ultra-high net worth clients on personal financial planning including estate, income tax, risk management & investments
  • Provide consolidated reporting on all family entities
  • A primary point of contact and manage a team of analysts to support the clients
  • Strong written and verbal communication required

Qualifications:

  • BA/BS is required
  • Advanced degree or financial certification
  • Minimum of 5 years of relevant work experience with direct financial counseling of high net worth individuals

Experience:

  • Financial concepts: 5 years (Required)

Pay: From $150,000 a year

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