JD or CPA, Family Office Services Advisor

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Houston, TX
Job Type
Direct Hire
Nov 07, 2018
Job ID
Wealth management firm in Houston seeks JD or CPA to work directly with UHNW clients (20mm-200mm+) on a comprehensive family office services platform.
  • Correspond with key client advisors including attorneys and CPA's; act as liaison between families and advisors in executing wealth planning strategies
  • Work closely with clients and advisors regarding all phases of their financial affairs - mortgages, O&G deals, buy/sell agreements, acquisition and disposition of strategic assets, etc.  Extensive client contact
  • This opportunity offers a solid career path with strong growth potential at a well-established firm. Ideal for a JD or CPA seeking to transition into a more diverse role
  • Requires 3-7 years’ experience in addition to a JD or CPA. Potential candidates may come from public accounting, law or financial services firm.  Strong written and oral communication skills required
  • No compliance, billable hours or new business requirements