Family Wealth Advisor

WALNUT RIDGE

Walnut Ridge coordinates the investing activities, business needs, philanthropic interests and family activities of a multigenerational family. In this work, we support a mix of private and public market investments, family business, personal interests and two philanthropic foundations. The family includes three living generations and is committed to generating both financial and societal value near- and longer-term.

We offer a flexible, hybrid environment and spend Monday, Tuesday, and Wednesday in the office. Our office is located in Pinecrest, a recently built mixed-use development with upscale shops and restaurants near Beachwood, OH. In this role, you will also work remotely and on occasion in person with family members in various locations and with our teammates in Brooklyn, NY. You would be joining us at an exciting time as we are evolving our organizational infrastructure and preparing for a dynamic future.

ABOUT THE POSITION

The Family Wealth Advisor sits at the intersection of relationship management, financial analysis, and service integration. In this role, you will work directly with our beneficiary families and to understand each family’s unique needs and circumstances, implement a full range of integrated wealth planning services, and coordinate other family office services to ensure , disciplined, and high‑touch experience across planning, administration, and external advisory relationships. This position will also be deeply involved in designing and developing next generation education with the broader family office and outside consultants.

KEY AREAS OF RESPONSIBILITY

Family Relationship Management

• Serve as the individual family wealth planning relationship lead for a defined group of beneficiary families.
• Develop a deep understanding of each family’s financial situation, life stage, priorities, and planning needs.
• Build trust‑based, long‑term relationships with beneficiaries.
• Maintain appropriate professional boundaries while delivering a high‑touch service experience.
• Manage a structured cadence of engagement (annual planning, periodic check‑ins, event‑driven meetings).
• Construct, review, and present meeting materials for assigned clients at financial review meetings, ensuring they meet the learning styles of each client unit.

Service Integration & Coordination

• Act as the central coordinator across family office services, including:
• Wealth and financial planning,
• Trust distributions and cash‑flow planning,
• Budgeting and personal financial management,
• Bill pay and financial administration,
• Estate, entity, and planning coordination with broader family office and trusts,
• Personal family unit philanthropy planning and coordination, and
• Risk management and insurance planning and coordination.
• Translate family needs into clear execution plans for internal teams and external advisors; help clients understand the decisions they can make with internal and external advisory inputs in a timely fashion; ensure accountability and learning from decisions as time passes and performance is logged in order to support better decision-making and behaviors going forward.
• Ensure consistency, accuracy, and follow‑through across all services.
• Proactively identify gaps, inefficiencies, or service improvement opportunities.
• Surface concerns to family office management about external advisors when they arise.

External Advisor & Institutional Wealth Manager Interface

• In connection with family office management, work with external institutional wealth managers and advisors.
• Coordinate preparation for advisor meetings and follow‑up on action items.
• Ensure families understand investment strategies, planning recommendations, and tradeoffs without duplicating advisor roles.
• Facilitate clear and accurate information flow between families, advisors, and the family office.

Financial Analysis, Modeling & Planning Support

• Own and maintain financial models related to cash flow and trust distributions, budgeting and spending analysis, and long‑term planning scenarios.
• Translate analytical outputs into clear, practical insights for families.
• Partner closely with the family office team to refine assumptions and decision frameworks.
• Support planning discussions with data‑driven analysis rather than generic advice.

Next-Generation Education & Stewardship

• Create large and small group and as-needed individual, programming and structures that help next‑generation beneficiaries understand:
• Trust structures and distribution mechanics,
• Long‑term financial implications of decisions, and
• Planning tradeoffs and responsibilities that come with family wealth.
• Support next-gen learning through hands-on experimentation that is low-stakes but high-learning-impact.
• Reinforce sound financial habits without acting as a gatekeeper or decision authority.
• Support families through major life transitions (marriage, children, career changes, major purchases).

Judgment, Risk Awareness & Escalation

• Identify and appropriately surface potential issues such as:
• Financial dependency risks,
• Misalignment with advisors,
• Spending patterns that create long‑term concerns,
• Family dynamics surfacing through financial matters, and
• Other potential issues that family office would need to address.
• Exercise sound judgment in determining when matters can be handled independently versus escalated.
• Operate with a strong fiduciary mindset, even when not acting in a fiduciary capacity.

Internal Systems, Governance & Documentation

• Work effectively within established family office systems, processes, and controls.
• Maintain high standards of documentation and institutional memory, including planning assumptions, family preferences, and prior decisions and rationale.
• Respect governance structures, decision authority, and escalation protocols.
• Contribute to continuous improvement of internal workflows and service delivery.

CANDIDATE REQUIREMENTS

• Ability to work out of our Orange Village, OH office 3 or more days each week.
• Bachelor’s degree in finance, wealth management, accounting or related field required.
• 5–10 years of relevant experience in one or more of the following; Wealth management or private banking; Trust administration or fiduciary services; Single‑family or multi‑family office, and/or Financial planning.
• Direct experience working with high‑net‑worth or ultra‑high‑net‑worth families.
• Demonstrated ability to manage complex, relationship‑driven work with discretion and judgment.
• CFP®, CFA®, or similar designation.
• Prior experience with multi‑generational family dynamics.
• Exposure to estate planning or family governance environments.
• Client- facing experience required.

CORE COMPETENCIES

Technical & Analytical Skills

• Strong financial analysis and modeling capabilities
• Working knowledge of trust structures and distributions, cash‑flow planning and budgeting, and core investment concepts (not portfolio construction).
• High proficiency with spreadsheets, financial software, and other planning tools.
• Ability to synthesize complex information into clear, actionable narratives.

Interpersonal & Personal Attributes

• Excellent interpersonal and communication skills.
• High emotional intelligence and maturity when navigating sensitive situations.
• Strong boundary‑setting and expectation‑management capabilities.
• Coachable, intellectually curious, and receptive to feedback.
• Service‑oriented mindset paired with discipline and structure.
• Unquestionable discretion and confidentiality.
• Experience translating and/or teaching technical/financial concepts to non-technical/non-financially savvy individuals of different ages and life stages.

CRITICAL ATTRIBUTES/MINDSETS

• Service Oriented
• Process Oriented
• Disciplined
• Composed
• Adaptable
• Communicative
• Resourceful

WHY THIS ROLE IS COMPELLING

This is a unique opportunity to work with a values-driven team focused on creating long-term sustainable value. We are building a small-but-mighty team that is creative in its approach and flexible with its capital. You will work alongside proven business entrepreneurs and a family office team in an environment that is motivating and fun. You will be exposed to an unusually wide range of people and issues and to the infrastructure and operations of an intimate family office environment. We invest in our people and strive to provide a unique sense of personal and professional fulfillment that comes from working with a purpose-driven enterprise.

Successful team members will have the ability to quickly play a leadership role in the organization. We provide an outstanding benefits package including medical, dental, vision, disability, and life insurance coverage, 401(k), health and/or flexible savings account, paid vacation, and an exceptional work environment.

Walnut Ridge prioritizes an equitable and inclusive work environment and seeks a diverse applicant pool. Walnut Ridge does not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability or genetic information.