Wealth Advisor, Ultra High Net Worth

Father Gabriel Richard High School - Ann Arbor, Michigan

Wealth Advisor delivering tailored wealth management services for ultra-high-net-worth clients. Collaborating closely with teams to provide exceptional advisory services using technology.

Posted 6/24/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorLeadWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

estate planningtax optimizationphilanthropic givingintergenerational wealth transferalternative investmentsprivate equityventure capitalportfolio managementregulatory compliancefiduciary standards

Soft Skills

client advisorycommunicationcollaborationfinancial literacyrelationship managementproblem-solvingorganizational skillsattention to detailstrategic thinkingadaptability

Tools & Technologies

wealth management platformsdocumentation softwarefinancial analysis toolsCRM systemsportfolio management softwareregulatory compliance toolsdata analysis toolsreporting softwarecommunication toolsproject management software

Certifications & Qualifications

Series 65U4 registration

Industry Keywords

wealth managementHNW clientsUHNW clientsmulti-family officeprivate bankRIAtrust structurestax lawfinancial advisoryconcierge services

About the role

Key responsibilities & impact

Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

Requirements

What you’ll need

7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
Series 65 or equivalent registration with clean U4
Tech-savvy mindset with comfort adopting modern wealth management platforms

Benefits

Comp & perks

Competitive comp package that rewards impact
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expand