Family Advisor

Job Title

Family Advisor

Job Description

A local private family is seeking a skilled, highly motivated, and entrepreneurial individual with a creative mindset and superior analytical skills to support a principal in achieving impact across a number of initiatives.

 

Our Commitment to Diversity, Equity, Inclusion and Belonging

We are committed to embedding diversity, equity, and inclusion throughout the organization to foster an environment where all associates THRIVE and belong.  We do this by creating:

 

About the Role

We are seeking an experienced advisor to join our team. This advisor will support a principal’s desire to achieve positive social and environmental impact through strategic thought partnership and execution support. Additionally, this advisor will serve as a primary point of contact for one of our principals, coordinating various wealth planning, business advisory, and other initiatives on behalf of the principal across Walton Enterprises and its partners.

This role is multi‐faceted and dynamic in nature, involving close coordination across the Walton Enterprises and external partners and organizations. Responsibilities may range from being the primary point of contact for the principal on all financial matters to acting as a collaborative thought partner on the development and execution of an innovative investment strategy or project. A sincere interest in innovative financing structures and catalyzing positive societal and environmental change through a human‐based approach is integral to the role.

 

What You Will Do

 

Requirements & Preferences for the Role

 

Characteristics That Will Support Your Success

Additional Information

Location:  Remote

Basic Qualifications