Wealth Advisor, Ultra High Net Worth

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🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

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Father Gabriel Richard High School - Ann Arbor, Michigan

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1868

📚 Education

🤝 Non-profit

🌍 Social Impact

Education • Non-profit • Social Impact

Father Gabriel Richard High School is an authentic Catholic school community located in Ann Arbor, Michigan. The institution fosters growth through intentional faith formation and education based on Christian ideals, aiming to develop students intellectually, spiritually, and personally. With over 150 years of history, FGR emphasizes academic excellence, creativity, and sportsmanship, offering a range of programs in literature, mathematics, sciences, and the arts, alongside various extracurricular activities.

📋 Description

• Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance • Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer • Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments • Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support • Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve • Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

🎯 Requirements

• 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment • Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments • Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy • Series 65 or equivalent registration with clean U4 • Tech-savvy mindset with comfort adopting modern wealth management platforms

🏖️ Benefits

• Competitive comp package that rewards impact • Full health benefits + 401(k) matching & Roth IRA options • Unlimited PTO • Work alongside some of the brightest minds in fintech • Ground-floor opportunity at a fast-scaling startup • Chart your own growth path as we expand