Talent.com
No longer accepting applications
Senior Wealth Advisor

Senior Wealth Advisor

International Search ConsultantsSan Diego, CA, US
6 days ago
Job type
  • Full-time
Job description

3 days ago Be among the first 25 applicants

International Search Consultants provided pay range

This range is provided by International Search Consultants. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200,000.00 / yr - $280,000.00 / yr

Direct message the job poster from International Search Consultants

A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm that offers the depth, resources, and holistic service platform of a top-tier wealth management organization.

This firm specializes in advising ultra-high-net-worth individuals, families, and their enterprises, delivering comprehensive services that go beyond investment management. Advisors here collaborate across disciplines — investment strategy, tax and estate planning, philanthropic advisory, and family governance — to provide a true family office experience for clients.

The Role

We are looking for an Advisor with a proven track record of building strong client relationships and ideally the ability to transition client relationships to this platform. While an existing book of business is highly valued, this role also offers :

  • A competitive base salary plus upside in performance-based compensation.
  • The potential for equity ownership as the firm continues to grow.
  • Clear succession planning opportunities to inherit and lead client relationships over time.
  • A path to leadership responsibilities within the advisory team.

Advisors will be supported by a dedicated platform that includes family office services, in-house specialists, and a collaborative team environment designed to help you serve clients at the highest level.

Responsibilities

  • Provide comprehensive wealth management and holistic planning services to ultra-high-net-worth clients.
  • Advise on investment strategy, estate planning, philanthropy, and multi-generational family needs.
  • Transition client relationships to the firm, leveraging its expanded platform and resources.
  • Partner with internal specialists to deliver an integrated family office experience.
  • Serve as a trusted relationship manager, acting as the central advisor for clients and their families.
  • Contribute to the growth and direction of the firm through leadership and potential equity participation.

    • Qualifications

  • 7+ years of experience as a Wealth Advisor, Private Banker, or in a related advisory role.
  • Strong track record of developing and maintaining UHNW client relationships.
  • Ability to transition an existing client base is highly preferred.
  • Deep understanding of investment management, estate / tax planning concepts, and holistic wealth planning.
  • Excellent communication, relationship management, and leadership skills.
  • CFP, CFA, JD, or other advanced credentials preferred.

    • Why This Firm?

  • A collaborative, team-first culture with no silos.
  • Access to a broad family office platform — investments, planning, governance, philanthropy.
  • Leadership and equity opportunities not typically offered at larger institutions.
  • The chance to be part of a growing, entrepreneurial, top-tier Multi-Family Office that values long-term partnerships with its advisors and clients.

    • Seniority level

  • Director

    • Employment type

  • Full-time

    • Job function

  • Finance, Accounting / Auditing, and Business Development

    • Industries

  • Financial Services, Investment Advice, and Investment Management

    • Referrals increase your chances of interviewing at International Search Consultants by 2x

    Medical insurance

    Vision insurance

    401(k)

    Paid maternity leave

    Get notified about new Wealth Management Advisor jobs in San Diego, CA

    #J-18808-Ljbffr

    Create a job alert for this search

    Senior Wealth Advisor • San Diego, CA, US

    Related jobs
    • Promoted
    • New!
    Associate Mission Advancement Advisor

    Associate Mission Advancement Advisor

    San Diego StaffingSan Diego, CA, US
    Full-time
    Associate Mission Advancement Advisor, Foundations.Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today's biggest hea...Show moreLast updated: 22 hours ago
    Associate Wealth Advisor

    Associate Wealth Advisor

    CI Financial Corp.San Diego, CA, US
    Permanent
    At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Marriage Family Therapist (LMFT) - Hybrid Role - Santa Ysabel, CA

    Licensed Marriage Family Therapist (LMFT) - Hybrid Role - Santa Ysabel, CA

    LifeStance HealthSanta Ysabel, CA, US
    Full-time
    We are actively looking to hire talented therapists in the Poway area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral healthca...Show moreLast updated: 1 day ago
    • Promoted
    Evaluations Advisor

    Evaluations Advisor

    InsideHigherEdEl Cajon, California, United States
    Full-time
    Throughout Grossmont-Cuyamaca Community College District, CA.The Grossmont-Cuyamaca Community College District is seeking a qualified individual as an. The Incumbent plans and organizes the duties r...Show moreLast updated: 22 days ago
    • Promoted
    Clinical Social Worker

    Clinical Social Worker

    California Department of Corrections and RehabilitationDESCANSO, California, US
    Full-time
    Position : Clinical Social Worker Increased Salaries are Just the Beginning… The past few years have seen dramatic shifts in the health care landscape. California Correctional Health Care Services (C...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Mental Health Therapist (LCSW) - Hybrid Role - Santa Ysabel, CA

    Licensed Mental Health Therapist (LCSW) - Hybrid Role - Santa Ysabel, CA

    LifeStance HealthSanta Ysabel, CA, US
    Full-time
    We are actively looking to hire talented therapists in the Oceanside area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral heal...Show moreLast updated: 1 day ago
    • Promoted
    Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

    Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

    Giving Tree SurrogacyEscondido, CA, US
    Full-time +1
    We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate. In this role, you will be instrumental in supporting indi...Show moreLast updated: 18 days ago
    • Promoted
    • New!
    Licensed Mental Health Therapist (LMFT & LCSW) - Hybrid Role - Alpine, CA

    Licensed Mental Health Therapist (LMFT & LCSW) - Hybrid Role - Alpine, CA

    LifeStance HealthAlpine, CA, US
    Full-time
    We are actively looking to hire talented therapists in the San Diego area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral heal...Show moreLast updated: 13 hours ago
    • Promoted
    • New!
    Licensed Mental Health Therapist (LMFT & LCSW) - Hybrid Role - Dulzura, CA

    Licensed Mental Health Therapist (LMFT & LCSW) - Hybrid Role - Dulzura, CA

    LifeStance HealthDulzura, CA, US
    Full-time
    We are actively looking to hire talented therapists in the San Diego area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral heal...Show moreLast updated: 13 hours ago
    • Promoted
    Licensed Mental Health Therapist (LCSW) - Hybrid Role - Alpine, CA

    Licensed Mental Health Therapist (LCSW) - Hybrid Role - Alpine, CA

    LifeStance HealthAlpine, CA, US
    Full-time
    We are actively looking to hire talented therapists in the Oceanside area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral heal...Show moreLast updated: 1 day ago
    • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    Next Level Recruiting, LLCSan Diego, CA, United States
    Full-time
    Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states.The firm blends institutional infrastructure with the agility of an entreprene...Show moreLast updated: 6 days ago
    • Promoted
    Licensed Marriage Family Therapist (LMFT) - Hybrid Role - Alpine, CA

    Licensed Marriage Family Therapist (LMFT) - Hybrid Role - Alpine, CA

    LifeStance HealthAlpine, CA, US
    Full-time
    We are actively looking to hire talented therapists in the Poway area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral healthca...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Licensed Mental Health Therapist (LMFT & LCSW) Hybrid Role - Dulzura, CA

    Licensed Mental Health Therapist (LMFT & LCSW) Hybrid Role - Dulzura, CA

    LifeStance HealthDulzura, CA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 13 hours ago
    • Promoted
    • New!
    Associate Mission Advancement Advisor

    Associate Mission Advancement Advisor

    California StaffingSan Diego, CA, US
    Full-time
    Associate Mission Advancement Advisor, Foundations.Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today's biggest hea...Show moreLast updated: 12 hours ago
    • Promoted
    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Data AnnotationEncinitas, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 11 days ago
    • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data AnnotationCarlsbad, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 11 days ago
    • Promoted
    • New!
    Licensed Mental Health Therapist (LMFT & LCSW) Hybrid Role - Alpine, CA

    Licensed Mental Health Therapist (LMFT & LCSW) Hybrid Role - Alpine, CA

    LifeStance HealthAlpine, CA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 13 hours ago
    Wealth Advisor

    Wealth Advisor

    CI Financial Corp.San Diego, CA, US
    Permanent
    At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca...Show moreLast updated: 30+ days ago