Managing Director, Private Wealth Advisor
$400,000–$1,000,000 year
On-site · Los Angeles, California, United States
Job Summary
Senior Wealth Advisor to build and grow a private client base comprising ultra high net worth individuals, foundations, and endowments from external networking and internal referral channels in Los Angeles. Provide comprehensive financial, estate, tax and retirement planning for UHNW clients, leveraging a Fortune 500-level investment platform and access to marketing, investment, administrative, compliance, and planning resources. Expect a guaranteed compensation starting around $400,000 with a clear track toward $1,000,000+ in cash compensation, plus an unlimited travel and entertainment budget and industry-leading benefits. The role emphasizes relationship-building with celebrities, entrepreneurs, and tech professionals, and leveraging multi-billion AUM teams for succession planning and new client acquisition.
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