Senior Wealth Advisor for UHNW Families
mom corpsNew York, NY
Senior Wealth Advisor for UHNW Families
L5
mom corpsNew York, NYyesterday
Industries
Portfolio Management and Investment AdvicePrivate HouseholdsMiscellaneous Financial Investment ActivitiesMom Corps is recruiting a Senior Advisor for a direct hire role in New York City. This position requires deep expertise in integrated investment planning for ultra-high net worth families, with a focus on aligning tax, estate, and family governance decisions. The successful candidate will lead client meetings, translate complex topics into clear guidance, and serve as a trusted partner inside and outside the firm’s formal scope.
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Level
SeniorL5
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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