Our client is a leading and highly ranked Multi-Family Office with strong roots on the West Coast. Due to continued growth and expansion, they are looking to add key members to their growing office in Reno (Assoc, VP & SVP Levels).
The Client Advisor will be responsible for growing and expanding the firm through their high touch and personalized model to Ultra-High Net Worth Individuals and Families. They foster a collaborative environment with unlimited opportunities to build out your role and make an impact within the firm.
Client Advisor Requirements:
• Bachelor’s degree is required, JD is highly preferred.
• CTFA, CFP, CFA, CPA
• Minimum of 8 years of Fiduciary and Trust experience with Ultra High Net Worth Wealth Advisory and Portfolio Management interfacing with UHNW clients.
• Minimum of 5 years of proven business development within the UHNW space. 10MM in investible assets and above.
• Previous leadership experience.
• Proficient knowledge and understanding of legal documents surrounding trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements.
Client Advisor Rewards:
• Rapidly growing and well-established organization.
• High visibility to Leadership with opportunities to expand the position and continued professional development.
• Competitive base, bonus and comp structure with excellent benefits.
• Rewarding culture and team within a client focused, family-oriented firm.
Client Advisor Responsibilities:
• Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes and estate planning.
• Continued development of new business. Developed through independent means, partnering with other departments and senior management, and utilizing professional networking and direct solicitation.
• Manage a team of Client Advisory support individuals and delegate work to an assigned assistant.
• Partner closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure client activities are properly handled.
• Oversee the processes of opening accounts, drafting correspondence to clients, transferring/distributing assets.
• Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades.
• Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
• Contribute to internal committees on an ongoing basis as a part of the senior team.
Referrals – Do you know someone who may be a fit?
We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp client advisory professionals and ideally candidates that are not looking – who’s name comes to mind?