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Wealth Management Advisor
External job listingat Mackenzietalent
About the role Our client specializes in bespoke family office and wealth solutions for ultra-high-net-worth (UHNW) clients. Tasks Sit directly with firm Partners and CEOs to lead discove...
External source - not verified16 hours agoOpen until: Jan 20, 2027
Salary
Not provided
Location
San Francisco, United States
Employment type
Full time
Workplace
Not provided
Wealth Management Advisor
San Francisco, United States
Job description
About the role
Our client specializes in bespoke family office and wealth solutions for ultra-high-net-worth (UHNW) clients.
Tasks
- Sit directly with firm Partners and CEOs to lead discovery, deliver customized wealth strategies, and advise UHNW clients.
- Full ownership of complex portfolio analysis, macro asset allocation, trade execution, and non-public alternative investments (private credit, real estate, etc.).
Requirements
- 7+ years of wealth management experience
Pay
- Target base of $175K – $225K (base + bonus)
- plus a meaningful equity stake
How to apply
- Send your resume by email.
Location
- San Francisco
- Los Angeles