Sr. Financial Advisor

Website Shade Tree Advisors

Shade Tree Advisors is an independent, multi-family office for a select group of clientele.

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
  • The primary point of contact and manage a team of analysts to support the clients
  • Strong written and verbal communication required


  • 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


  • Financial concepts: 5 years (Required)

Pay: From $150,000.00 per year

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