Senior Wealth Advisor
$180,000–$220,000 year
On-siteNewport Beach, California, United States
Job Summary
Manage and grow an existing book of client relationships by delivering comprehensive wealth management and financial planning advice. Develop and deepen referral relationships with centers of influence while collaborating with investment and planning professionals to support strategic growth initiatives. Mentor junior advisors and contribute ideas to help shape the future direction of the organization through leadership. This role requires 7+ years of wealth management experience with a portable $50 million to $150 million+ AUM book, including high-net-worth clients and a planning-oriented practice. Preferred qualifications include a CFP designation and an RIA or independent advisory background.
Required Qualifications
- 7+ years of wealth management experience
- Existing client relationships and portable book of business
- Growth-minded and entrepreneurial
- Strong relationship builder
- Team-oriented
- Collaborative communicator
- High integrity and fiduciary mindset
- Open to innovation and new ideas
Desired Qualifications
- CFP designation preferred
- RIA, private wealth, family office, or independent advisory background preferred
- $50 million to $150 million+ AUM
- High-net-worth and ultra-high-net-worth client base
- Planning-oriented practice
- Fee-based or fee-only business model
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