About this opportunity
Leah Yosef International lists this Senior Wealth Manager - UHNW opportunity in morris county, nj, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Wealth Advisor, MFO Northern Jersey
Overview
Uncompromisingly independent employee-owned Multi-Family Office seeks a Senior Wealth Advisor to manage relationships with ultra-high net worth individuals and families ($25M-500M+ Level Clientele). Meaningful equity opportunity.
Not a commissioned sales role. No portable book of business required.
Highlights
Lead and manage relationships with ultra-high-net-worth clients (25 - 40 households)
The firm offers comprehensive Family Office Services in support of families with $50M–$500M+ balance sheets, including bill pay, concierge, aviation, lifestyle management, philanthropic advisory, and in-house trust & estate and tax expertise
Institutional-quality investment platform with liquid and illiquid alternatives
Collaborative, entrepreneurial, client-centric culture with strong operational infrastructure
The firm is profitable, committed to long-term independence, and to expanding ownership participation across employees; the firm has already transitioned most of the equity to G2 and G3
Meaningful equity opportunities available at a firm in which more than 1/3 of employees own dividend-paying true equity
$350,000+ first year cash compensation
Hybrid, 3 days a week in office, excellent benefits
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.