UHNW Wealth Advisor (New York)

Key Responsibilities: This role partners directly with the founder and the firm's members in an ensemble practice to manage all aspects of ultra-high net worth client relationships Deliver comprehensive tax planning, estate planning, and overall wealth strategy Collaborate with external advisors including estate planning attorneys, accountants, and other tax professionals Partner with internal investment and operations teams to deliver integrated investment planning and client service Maintain a strong client-first focus, emphasizing client satisfaction and retention Firm Highlights Fast-growing, collegial culture with strong operational, investment, and planning support Growth-oriented environment encouraging continued development of skills and credentials $250,000+ first year cash compensation Long-term opportunity for revenue participation 1642