Family Wealth Advisor
Family Wealth Advisor, Aaron Wealth Advisors
We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with internal specialists and external advisors. We are only considering candidates with a proven, portable UHNW book of business and a history of advising clients with $25M+ in investable assets.
The ideal candidate is a seasoned UHNW advisor ready to elevate their practice – an individual who values independence, prioritizes institutional-grade capabilities, and seeks the infrastructure and intellectual capital required to serve complex client needs. Location is flexible across our offices in Chicago, IL, Newport Beach, CA, and Carmel, IN, or remote for the right candidate.
Aaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) and national shared family office headquartered in Chicago, IL, with $4.8 billion in Assets Under Advisement. We specialize in serving UHNW families, entrepreneurs, executives, and non-profit organizations with $25M+ in investable assets. We deliver holistic financial advice, access to exclusive investment opportunities, uncompromising fiduciary standards, and white-glove client service. Aaron Wealth Advisors operates with integrity, discretion, and a deep commitment to helping families preserve wealth, protect values, and empower future generations.
Key Responsibilities:
• Serve as the primary advisor and relationship manager for UHNW families.
• Successfully transition an existing book of UHNW clients to Aaron Wealth Advisors.
• Devote substantial share of the role to driving new client acquisition by proactively identifying and cultivating UHNW relationships through referrals and strategic networking.
• Build deep, multi-generational relationships rooted in trust, discretion, and continuity by leading family meetings, conducting comprehensive family wealth assessments, and facilitating generational wealth transfer discussions.
• Orchestrate holistic wealth management services including investment management, advanced tax planning, estate planning coordination, and family office services.
• Utilize the Aaron Wealth Investment Team—whose sole function is to design and manage sophisticated, bespoke investment strategies—to handle all aspects of portfolio design and management.
• Coordinate with clients’ existing advisory teams including tax professionals, estate attorneys, family office staff, and investment bankers.
• Provide guidance on complex family governance, philanthropic planning, and next-generation wealth education.
• Maintain strict confidentiality and discretion in all client matters.
• Stay current on tax law changes, regulatory developments, and sophisticated investment strategies.
• Lead by example as a senior member of the team and work to enhance the firm culture.
Qualifications:
• Bachelor’s degree in Finance, Business, Economics, or related field; Advanced degree preferred.
• CFA®, CFP®, or similar advanced professional designation preferred.
• Existing relationships with UHNW clients ($25M+ investable assets) who you currently advise and intend to transition.
• Minimum 10 years’ experience specifically servicing UHNW clients.
• Proven track record of managing complex, multi-generational family relationships.
• Deep expertise in investments, tax-efficient strategies, and estate planning coordination.
• Experience with family office operations and multi-family offices services preferred.
• High emotional intelligence and exceptional communication skills with ability to present complex strategies to sophisticated clients.
• Established relationships with centers of influence serving UHNW families (estate attorneys, tax professionals, investment bankers).
• Entrepreneurial mindset with a desire to operate on an independent platform.
• Impeccable ethical standards and commitment to fiduciary responsibility.
• Prior experience at a top-tier institution highly valued.
Aaron Wealth Advisors Employee Value Proposition:
• Independent Platform: Freedom to serve clients without product bias or institutional constraints.
• Unconstrained Opportunity: Access to institutional-grade investment platforms and alternatives.
• Collaborative Culture: Work alongside accomplished professionals with deep expertise.
• Comprehensive Support: Dedicated investment, client service, operations, and compliance professionals.
• Sophisticated Client Base: Engage with some of the most influential families in the country.
• Impactful Work: Help families preserve wealth, protect values, and empower future generations.
• Advanced Tools: Advanced technology platforms designed for complex wealth management.
• Career Growth: Continuing education and professional development opportunities.
• Training & Development: Structured training, knowledge building, and career growth.
Compensation & Benefits:
• $150,000-$500,000+ Total Compensation (including bi-monthly draw and quarterly commissions), highly competitive compensation structure with significant performance upside potential.
• Generous benefit package including: 401(k), 401(k) employer match, health, vision, dental, insurance, professional development reimbursement, unlimited PTO, and more.
Aaron Wealth Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
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We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with internal specialists and external advisors. We are only considering candidates with a proven, portable UHNW book of business and a history of advising clients with $25M+ in investable assets.
The ideal candidate is a seasoned UHNW advisor ready to elevate their practice – an individual who values independence, prioritizes institutional-grade capabilities, and seeks the infrastructure and intellectual capital required to serve complex client needs. Location is flexible across our offices in Chicago, IL, Newport Beach, CA, and Carmel, IN, or remote for the right candidate.
Aaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) and national shared family office headquartered in Chicago, IL, with $4.8 billion in Assets Under Advisement. We specialize in serving UHNW families, entrepreneurs, executives, and non-profit organizations with $25M+ in investable assets. We deliver holistic financial advice, access to exclusive investment opportunities, uncompromising fiduciary standards, and white-glove client service. Aaron Wealth Advisors operates with integrity, discretion, and a deep commitment to helping families preserve wealth, protect values, and empower future generations.
Key Responsibilities:
• Serve as the primary advisor and relationship manager for UHNW families.
• Successfully transition an existing book of UHNW clients to Aaron Wealth Advisors.
• Devote substantial share of the role to driving new client acquisition by proactively identifying and cultivating UHNW relationships through referrals and strategic networking.
• Build deep, multi-generational relationships rooted in trust, discretion, and continuity by leading family meetings, conducting comprehensive family wealth assessments, and facilitating generational wealth transfer discussions.
• Orchestrate holistic wealth management services including investment management, advanced tax planning, estate planning coordination, and family office services.
• Utilize the Aaron Wealth Investment Team—whose sole function is to design and manage sophisticated, bespoke investment strategies—to handle all aspects of portfolio design and management.
• Coordinate with clients’ existing advisory teams including tax professionals, estate attorneys, family office staff, and investment bankers.
• Provide guidance on complex family governance, philanthropic planning, and next-generation wealth education.
• Maintain strict confidentiality and discretion in all client matters.
• Stay current on tax law changes, regulatory developments, and sophisticated investment strategies.
• Lead by example as a senior member of the team and work to enhance the firm culture.
Qualifications:
• Bachelor’s degree in Finance, Business, Economics, or related field; Advanced degree preferred.
• CFA®, CFP®, or similar advanced professional designation preferred.
• Existing relationships with UHNW clients ($25M+ investable assets) who you currently advise and intend to transition.
• Minimum 10 years’ experience specifically servicing UHNW clients.
• Proven track record of managing complex, multi-generational family relationships.
• Deep expertise in investments, tax-efficient strategies, and estate planning coordination.
• Experience with family office operations and multi-family offices services preferred.
• High emotional intelligence and exceptional communication skills with ability to present complex strategies to sophisticated clients.
• Established relationships with centers of influence serving UHNW families (estate attorneys, tax professionals, investment bankers).
• Entrepreneurial mindset with a desire to operate on an independent platform.
• Impeccable ethical standards and commitment to fiduciary responsibility.
• Prior experience at a top-tier institution highly valued.
Aaron Wealth Advisors Employee Value Proposition:
• Independent Platform: Freedom to serve clients without product bias or institutional constraints.
• Unconstrained Opportunity: Access to institutional-grade investment platforms and alternatives.
• Collaborative Culture: Work alongside accomplished professionals with deep expertise.
• Comprehensive Support: Dedicated investment, client service, operations, and compliance professionals.
• Sophisticated Client Base: Engage with some of the most influential families in the country.
• Impactful Work: Help families preserve wealth, protect values, and empower future generations.
• Advanced Tools: Advanced technology platforms designed for complex wealth management.
• Career Growth: Continuing education and professional development opportunities.
• Training & Development: Structured training, knowledge building, and career growth.
Compensation & Benefits:
• $150,000-$500,000+ Total Compensation (including bi-monthly draw and quarterly commissions), highly competitive compensation structure with significant performance upside potential.
• Generous benefit package including: 401(k), 401(k) employer match, health, vision, dental, insurance, professional development reimbursement, unlimited PTO, and more.
Aaron Wealth Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Apply tot his job
Apply To this Job