Senior Wealth Advisor

Succession Planning

Allentown, PA

Overview

Multi-Family Office seeks a Senior Wealth Advisor to manage high net worth client relationships.

Not a commissioned sales role; no portable book of business required.

Highlights

• Advise high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding comprehensive wealth management, complex tax and estate planning strategies, investment management, family office services, and philanthropic giving
• The role is open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth
• Hybrid schedule  
• Compensation package in the 200k+ range

Requirements

• 10+ years of wealth management experience advising high net worth clientele