Advisor

Who is Redbud Advisors?

Redbud Advisors is a fractional family office that serves over 30 ultra-high-net-worth (UHNW) families as their trusted decision partner, integrating tax, estate, and investments into a single, cohesive system.

Our Team Values

1. Family First — We strengthen our clients’ families and our team’s families.
2. Pioneers — We push boundaries, embrace innovation, and stay at the forefront of technology and service.
3. Winners Only — We strive for excellence, persevere through challenges, and approach every task with a winning mindset.

What is the position?

Overview

As an Advisor, you’ll own client relationships and act as the fiduciary quarterback across each family’s financial life — integrating tax, estate, and investment strategy and coordinating the CPAs, attorneys, and specialists who execute it. You’ll lead the quarterly advisory rhythm, translate complex situations into clear decisions, and be the trusted voice our clients turn to. This role suits an experienced, credentialed professional who wants deep, long-term relationships over transactional volume.

This is not a sales position.

Responsibilities

1. Client Relationships

• Serve as trusted advisor and primary point of contact for a book of UHNW client relationships.
• Lead the quarterly advisory cycle — set agendas, run client meetings, and drive action items through to completion.

2. Integrated Strategy

• Develop and execute integrated strategy across tax planning, estate planning, and investments for each family. Act as the fiduciary quarterback — coordinating clients’ CPAs, attorneys, and other specialists so the whole plan moves together.
• Prepare tax and estate projections, and oversee portfolio strategy in partnership with our client service and reporting teams.

3. Leadership & Growth

• Partner with our client service, reporting, and operations teams to deliver a seamless, high-touch client experience.
• Contribute to firm growth — onboarding new clients and refining our service model. This role will have the option to support the sales and proposal process, but it is not an expectation.

Tools

We use modern software (no legacy systems):

• Mac computers
• Google Workspace, Notion, Attio, and Front for day-to-day workflows and communications
• Schwab Advisor Center for administering client accounts
• Addepar for client financial reporting and RightCapital for occasional estate and financial projections
• Various AI and automation tools

Requirements

Hard Skills

• 5+ years in wealth management, tax, accounting, or family office advisory
• CPA, CFP, and/or CFA strongly preferred
• Fluency in income and estate tax planning
• Comfortable using modern productivity and AI tools to work smarter
• We’ll support IAR registration (Series 65) if not already held

Soft Skills

• Relationship builder — earns trust and communicates with warmth and authority
• High-agency & proactive — owns client outcomes end to end
• High integrity & discretion with sensitive information

Benefits

Compensation

• Annual salary range of $200,000 to $300,000 depending on experience and capacity to serve client relationships
• Retirement plan with matching contributions

Other

• Individual and family health insurance support
• Support for professional development, including continuing education
• Collaborative & growth-oriented work environment
• Exposure to sophisticated personal financial strategies and exceptional clients

How do I apply?

Tell us about yourself by completing our hiring questionnaire. We look forward to hearing from you.