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Family Wealth Advisor
- Carmel, Indiana, United States
- Carmel, Indiana, United States
Über
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. 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 $3.9 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.
- Build deep, multi-generational relationships rooted in trust, discretion, and continuity.
- Conduct comprehensive family wealth assessments and develop multi-generational wealth
Sprachkenntnisse
- English
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