Senior Wealth Advisor
$150,000–$250,000 year
On-site · Los Angeles, California, United States
Job Summary
Senior Wealth Advisor role at a boutique independent wealth management firm focusing on next-gen investment platform opportunities and private company access. Lead client relationships, offer access to shares on cap tables of private companies, and work with family offices and LPs. Strong emphasis on high-net-worth client service, investment strategy, and account growth within a differentiated product offering. Provides a W2 position with a draw in the $150k–$250k range and 55% payout; comprehensive benefits.
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