Vice President - Client Advisory

Join to apply for the Vice President - Client Advisory role at NPAworldwide .

Location : San Francisco, CA.

Job Description

Act as a trusted advisor to UHNW individuals and families, providing holistic financial and investment advice.

Conduct detailed financial planning covering estate, tax, and wealth transfer strategies.

Monitor and review portfolios, ensuring they align with client goals and performance expectations.

Collaborate with external advisors (attorneys, accountants, bankers) to coordinate comprehensive client solutions.

Ensure fiduciary responsibility and compliance, placing the clients' interests first.

Mentor and train internal client coverage teams, fostering collaboration and excellence.

Anticipate client needs, proactively providing insights and education to enhance decision-making.

Qualifications

10+ years in financial services ideally in private wealth management, investment banking, or an RIA.

Proven success advising UHNW clients or managing complex financial relationships.

Bachelor's degree in finance, economics, or a related field.

Strong communication and relationship-building abilities.

Advanced Microsoft Office proficiency.

Deep understanding of portfolio management, financial planning, and wealth structuring concepts.

Preferred : CFA, CFP, MBA, or other relevant certifications.

Advanced degree in business, economics, or finance.

Exposure to financial technology platforms or CRM tools.

Experience in tax and estate planning coordination with external professionals.

Salary

Annual Salary : $175,000 - $200,000 USD.

Seniority Level

Executive

Employment Type

Full-time

Job Function

Other

Industry

Staffing and Recruiting

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