Aaron Wealth Advisors · 1 day ago
Family Wealth Advisor
Carmel, IN
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $500K/yr
10+ years expAaron Wealth Advisors is a premier independent Registered Investment Advisor specializing in serving ultra-high-net-worth families. The Family Wealth Advisor will act as the primary relationship manager, delivering holistic wealth solutions and collaborating with internal and external specialists.
Financial ServicesWealth Management
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 transfer strategies
Orchestrate comprehensive wealth management services including investment management, advanced tax planning, estate planning coordination, and family office services
Collaborate with the Aaron Wealth Investment Team to develop sophisticated, bespoke investment strategies for client portfolios utilizing traditional and alternative asset classes, including private equity, venture capital, and derivatives
Coordinate with clients’ existing advisory teams including tax professionals, estate attorneys, family office staff, and investment bankers
Lead family meetings and facilitate generational wealth transfer discussions
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
Successfully transition an existing book of UHNW clients to Aaron Wealth Advisors
Identify and cultivate new client relationships through referrals and strategic networking
Lead by example as a senior member of the team and work to enhance the firm culture
Qualification
Required
Bachelor's degree in Finance, Business, Economics, or related field
Minimum 10 years' experience specifically servicing UHNW clients ($25M+ investable assets)
Proven track record of managing complex, multi-generational family relationships
Deep expertise in investments, tax-efficient strategies, and estate planning coordination
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)
Impeccable ethical standards and commitment to fiduciary responsibility
Entrepreneurial mindset with a desire to operate on an independent platform
Preferred
Advanced degree
CFA®, CFP®, or similar advanced professional designation
Experience with family office operations and multi-family offices services
Prior experience at a top-tier institution highly valued
Benefits
401(k)
401(k) employer match
Health
Vision
Dental
Insurance
Professional development reimbursement
Unlimited PTO
And more.
Company
Aaron Wealth Advisors
We are a registered independent advisory firm dedicated to helping individuals, families, and family offices manage their wealth.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gary Hirschberg, JD, CTFA
CEO & Founding Member
Bill Andrakakos, CFA, FRM
President & Chief Investment Officer
Company data provided by crunchbase