UHNW Financial Advisor

30B+ AUM RIA

San Francisco Peninsula

Multi-family office serving ultra-high-net-worth clients is seeking a Wealth Advisor to join its Silicon Valley team. This role involves close collaboration with Senior Wealth Managers and extensive interaction with clients whose net worth exceeds $50 million.

Key Highlights

● Advise UHNW families and nurture relationships across generations

● Strong focus on mentorship, training, and long-term career progression

● Firm has delivered consistent AUM growth of 30%+ annually

● 4 days a week in office

● Competitive compensation package including excellent benefits and bonuses

Requirements

● Bachelor's Degree

● Minimum of 2 years' experience in wealth management

● Strong relationship-building skills and exceptional attention to detail