Senior Wealth Associate

Senior Wealth Associate

About the Opportunity

Our client is an established and growing Family Office dedicated to providing sophisticated wealth management, tax, estate, and planning solutions to affluent families, entrepreneurs, and executives.

They are seeking an experienced, relationship-driven wealth management professional who enjoys spending meaningful time with clients, building trusted relationships, and coordinating comprehensive planning strategies alongside a team of internal specialists and external professional advisors.

If you enjoy being the trusted advisor at the center of complex client relationships—not sales quotas or cold prospecting—this is an outstanding opportunity to work with high-net-worth and ultra-high-net-worth families in a highly collaborative environment.

What You'll Do

As a Senior Wealth Associate you will serve as the primary point of contact for a portfolio of affluent clients while coordinating all aspects of their wealth planning experience.

Client Relationship Management

• Build long-term trusted relationships with high-net-worth and ultra-high-net-worth families.
• Act as the lead relationship manager for an established portfolio of clients.
• Conduct regular client meetings, reviews, and family planning discussions.
• Confidently communicate wealth management, tax, estate, and financial planning strategies in a clear and engaging manner.
• Serve as the primary contact for ongoing client inquiries and day-to-day planning initiatives.
• Coordinate with accountants, lawyers, insurance specialists, and other professional advisors to ensure seamless execution.
• Identify opportunities to enhance client relationships and expand Family Office services.

Wealth, Tax & Estate Planning

• Support the design and implementation of sophisticated wealth, tax, and estate planning strategies.
• Translate technical planning recommendations into practical advice clients can easily understand.
• Prepare financial summaries, planning analyses, and projections.
• Assist with succession planning, intergenerational wealth transfer, and wealth preservation initiatives.
• Collaborate with internal specialists to ensure planning recommendations are executed effectively.

Leadership & Business Contributions

• Take ownership of client deliverables and relationship management initiatives.
• Mentor and support junior team members.
• Contribute ideas that improve the overall client experience.
• Collaborate across the Family Office team to deliver exceptional outcomes.
• Support the continued growth of the practice through outstanding client service.

What We're Looking For

Experience

• 10+ years of experience in wealth management, private wealth, Family Office, or a similar advisory environment.
• Current RR registration and in good standing.
• Experience working directly with affluent clients and complex financial situations.
• Strong understanding of investment management, tax, estate, and wealth planning.
• Experience collaborating with accountants, lawyers, and other professional advisors.
• Experience working with ultra-high-net-worth families is considered a strong asset.

Preferred Qualifications

• Wealth Management Essentials (WME) completed.
• CFP, CLU, TEP, PFP, or other advanced planning designations are highly valued.

Skills

• Exceptional relationship-building and communication skills.
• Strong presentation and client meeting abilities.
• Ability to simplify complex financial concepts.
• Excellent analytical and problem-solving skills.
• Highly organized with exceptional attention to detail.
• Professional judgment and discretion when handling confidential client matters.
• Comfortable working in a collaborative, fast-paced environment.

Who You Are

You're someone who genuinely enjoys working with people.

You build trust naturally, enjoy leading meaningful conversations with successful families and business owners, and take pride in helping clients navigate important financial decisions with confidence.

You are proactive, collaborative, intellectually curious, and passionate about delivering an exceptional client experience.

What You'll Receive

• Opportunity to work directly with successful families, entrepreneurs, and executives.
• Exposure to sophisticated wealth, tax, and estate planning strategies.
• Collaborative team of experienced planners and advisors.
• Dedicated operational, compliance, and administrative support so you can focus on clients.
• Long-term career growth within a growing Family Office.
• Competitive compensation package with performance incentives.
• Comprehensive benefits program.
• Entrepreneurial, collaborative culture focused on excellence and client outcomes.

If you're looking to join a high-touch Family Office where relationships come first and sophisticated planning makes a meaningful impact, we'd love to hear from you.