Senior Wealth Advisor (San Clemente)

Senior Wealth Advisor

About the Company

Fast-growing independent investment advisory firm

Industry

Investment Management

Type

Privately Held

About the Role

The Company is in search of a Senior Wealth Advisor to join their team. The successful candidate will be responsible for sourcing and managing relationships, with a focus on leads developed from custodial referral channels. This role is not sales-based and does not require a portable book of business. The ideal candidate will have a background in independent RIA, with experience in lead generation and a strong understanding of customized portfolio management, including individual securities, fixed income positions, and select ETFs. The company values a collegial culture and offers extensive support in operations, investment, financial planning, and relationship management.

Applicants for the Senior Wealth Advisor position at the company should have a CFP certification, which is preferred, and a minimum of 3 years of experience in leading relationships with high-net-worth clients. The role is suited to a professional who is adept at building and maintaining client relationships, and who can contribute to the firm's consistent year-over-year growth. The company is known for its competitive revenue share model and is seeking a candidate who can thrive in a dynamic, fast-growing environment. The Senior Wealth Advisor will be part of a team that is dedicated to providing the highest level of service to its clients and is committed to the long-term success of the firm.

Travel Percent

Less than 10%

Functions

• Finance