Director of Family Wealth

Location
Columbus, Ohio
Salary
Competitive base. Will get equity and options upon joining
Posted
Sep 15, 2017
Closes
Oct 15, 2017
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Firm Background:

Halite Partners is an independent, non-conflicted Registered Investment Advisor dedicated to helping institutions and families preserve and enhance their financial strength. Headquartered in Columbus, Ohio, Halite was formed with the sole purpose of delivering an exceptional, customized investment experience.

Halite principals have over 35 years of experience in successfully managing institutional and family office assets.  The team possesses a breadth of experience in all aspects of portfolio construction and risk management, and is nationally recognized for its thought leadership in implementing alternative investments in portfolios.

 

Responsibilities:

  • Maintain constant contact with existing clients and act as a liaison between the client and the rest of the business for various activities
  • Represent the firm in various financial planning capacities such as:
    • Portfolio management
    • Financial consulting
    • Liquidation events
    • Generational wealth planning
  • Identify and build high-quality client relationships within the ultra high net worth market
  • Maintain visibility within the community by attending networking events and/or holding memberships within organizations which serve the high net worth population in the market
  • Continuously drive and implement forward-thinking strategies to keep Halite superior to competitors while consistently improving the client wealth planning experience
  • Lead and mentor junior family wealth advisors

 

Qualifications:

  • Candidates must have substantial experience in handing high net worth individuals, defined as clients with investable assets of $10 million or more
  • CFP designation required