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Support a Senior Wealth Advisor delivering comprehensive financial planning and investment management to ultra-high-net-worth clients. Prepare and follow up on client meetings, develop financial plans and recommendations, coordinate with portfolio, tax and estate specialists, and help grow client relationships. Ensure compliance, translate complex concepts into client-friendly materials, and gradually take on increased client ownership.

Support a Senior Wealth Advisor serving ultra-high-net-worth clients by preparing and delivering comprehensive financial plans, coordinating across investment, tax, and estate specialists, managing client meeting prep and follow-up, and progressively taking on client ownership while ensuring compliance and high-touch client service.

The Wealth Advisor deepens client relationships, develops tailored financial solutions, ensures compliance, and acts as a fiduciary while leveraging an internal team of experts.

Serve as lead tax advisor for ultra-high-net-worth families, building multi-year tax strategies, overseeing compliance and controversy matters, managing a team of UHNW tax professionals, coordinating with external advisors, identifying planning opportunities (including cross-border issues), and supporting business development and service model evolution.

The Wealth Advisor builds client relationships, identifies financial goals, and develops tailored recommendations while ensuring compliance and acting as a fiduciary. They leverage in-house experts for comprehensive financial solutions.

Drive regional wealth-management sales by engaging prospective clients (virtual, phone, in-person), owning and converting the sales pipeline, presenting tailored financial solutions, leveraging firm resources, building and nurturing client relationships, and pursuing personal and regional growth opportunities while meeting travel and scheduling needs.

Lead client relationships and manage preparation, review, and delivery of income tax returns, estimates, projections, and tax research for high-net-worth individuals, trusts, and businesses. Mentor tax staff, respond to notices, and communicate tax law changes to clients and advisors.

Serve as lead tax advisor for ultra-high-net-worth families: develop multi-year tax strategies, lead year-round planning (entities, estate, charitable, liquidity), identify cross-border issues, coordinate compliance and outside advisors, oversee tax exams/controversies, manage and mentor tax team, and ensure tax advice is integrated with overall family office planning.

Prepare and deliver comprehensive financial plans using eMoney and analysis tools; partner with advisor teams to implement strategies, mentor planners, support client-facing activities, and improve processes while maintaining high accuracy and client retention.