Senior Wealth Advisor - Oliver James : Job Details

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This range is provided by Oliver James. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$250,000.00/yr - $500,000.00/yr

Our client, a leading independent global wealth and alternatives management platform, is seeking an experienced Wealth Advisor to join their growing U.S. presence. This firm serves ultra-high-net-worth individuals, multigenerational families, and entrepreneurs with a full suite of endowment-style investment management, estate planning, family office services, and impact solutions. This is a rare opportunity for a senior advisor to transition into a sophisticated, purpose-driven platform with global resources and meaningful equity potential.

The Opportunity

Our client, a leading independent global wealth and alternatives management platform, is seeking an experienced Wealth Advisor to join their growing U.S. presence. This firm serves ultra-high-net-worth individuals, multigenerational families, and entrepreneurs with a full suite of endowment-style investment management, estate planning, family office services, and impact solutions. This is a rare opportunity for a senior advisor to transition into a sophisticated, purpose-driven platform with global resources and meaningful equity potential.

The Opportunity

This Wealth Advisor will serve as the primary relationship manager to a curated group of UHNW clients and families-providing holistic guidance across investments, estate and trust planning, tax strategy, and legacy design. You'll be supported by institutional-caliber investment and planning teams, while maintaining the autonomy to shape client relationships and deliver highly tailored advice.

The ideal candidate brings a combination of strategic thinking, emotional intelligence, and a deep understanding of the complexities UHNW families face. You'll also be joining a firm experiencing significant growth, backed by major capital partners and committed to long-term expansion in key U.S. markets.

What You'll Be Doing

• Build long-term, trusted relationships with UHNW clients and family entities.

• Lead comprehensive wealth planning conversations across investments, estate planning, tax, philanthropy, and family governance.

• Collaborate with internal investment teams to design and implement endowment-style portfolios across traditional and alternative asset classes.

• Introduce clients to values-aligned strategies, ESG/impact opportunities, and philanthropic solutions.

• Serve as a strategic family advisor, helping clients navigate multi-generational complexity with education, governance, and succession frameworks.

• Coordinate with external partners (e.g., attorneys, accountants) and internal teams (investment, operations, trust) to deliver a seamless, white-glove client experience.

Who We're Looking For

• Experience: 7+ years in wealth management, family office, private banking, or a related UHNW advisory role.

• Expertise: Deep understanding of investment strategy, estate planning, trust structures, and tax coordination. Exposure to alternatives and private markets is a plus.

• Credentials: Bachelor's degree required; CFP, CFA, JD, or advanced degree preferred.

• Client Skills: Demonstrated success managing complex client relationships, with an ability to distill sophisticated concepts into accessible language.

• Style: High emotional intelligence, entrepreneurial mindset, and an authentic, fiduciary-first approach to client service.

Why This Firm?

• Institutional Platform, Boutique Culture - Access global capabilities, resources, and investment offerings while maintaining a client-first, agile culture.

• Equity & Co-Investment - Participate meaningfully in the firm's long-term growth and investment opportunities.

• Global Growth Backing - Recently capitalized by premier institutional investors with long-term strategic support.

• Mission-Driven - Advisors are empowered to help clients align their capital with purpose and legacy-not just performance.

• No Product Push - A true open-architecture environment with deep planning resources and zero sales quotas.

Confidential Inquiry

This search is being conducted on a strictly confidential basis. If you're an experienced advisor looking to elevate your practice within a platform built for UHNW families-and want to explore this quietly-please reach out directly for a private conversation.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance

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