Fortis Management Group LLC is an independent multi-family office founded in 2005. We work with ultra-high net worth families, serving as their Chief Financial Officer, providing personalized service and unbiased wealth strategies. We are passionate about helping our client families achieve their goals and objectives. Fortis maintains a professional, family-friendly work environment with an excellent compensation and benefits package.
Job Description & Responsibilities
The Client Advisor supports Client Lead Advisors and facilitates other internal team members, clients, and other external advisors. The role is a team-oriented position focused on ensuring accuracy and completeness of client deliverables, identifying planning opportunities, and implementing client decisions.
This position covers a wide range of responsibilities, including but not limited to:
A Successful Candidate Will Exhibit
The position requires 2+ years of prior accounting experience, preferably at a Big 4, a large regional accounting firm or a family office. A CPA designation is desired but not required. Other advanced degrees or related financial professional designations are beneficial.
Job Type: Full-time
Required work authorization: