Wealth Advisor

About The Job

• We are seeking an organized, detail-oriented, and ethical Wealth Adviser for the Family Office.

Responsibilities:

• Perform cash management, financial analysis, and managing portfolios concerning the family assets and investment accounts.
• Perform ongoing financial planning. analysis and advice on the construction of financial plans including investment, trusts, tax planning, asset allocation, various insurance needs, charitable planning, retirement, and estate plans.
• Conduct regular portfolio reviews and implement changes, adjustments, rebalancing, raising cash, etc. in collaboration with the family office team.
• Review bank statements and bank reconciliations, process wire transfers, bill payments, and insurance policies.
• Track and obtain tax records and submit information to a CPA firm for tax preparation.
• Review and file all annual tax returns.
• Any ad-hoc or special projects as needed
• Maintain the library of personal files and administration records.

Qualifications:

• Bachelor’s degree in a related field.
• 3 to 7 years of related experience within a family office, UHNW clients, or private wealth management in financial planning, investment allocation wealth management, and model portfolios.
• CFP/CPWA professional license/certification preferred.
• Addepar software experience preferred.
• Proficiency in MS Office, strong in MS Excel.
• Strong in performance metrics, data analysis, and problem-solving
• Strong communication skills, both written and verbal. Strong interpersonal skills.
• Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines.
• Ability to build successful, collaborative, and trusting relationships.
• Integrity through maintaining confidentiality and objectivity.