Financial Advisor

Radium Search; California; On-site; USD 150,000 - 200,000; Full time

Job summary

Radium Search is seeking a Financial Advisor to anchor its LA growth with access to a steady stream of high-net-worth leads and a structured support team. You’ll close and onboard clients, manage assets, and serve as the primary advisor for the Bay Area-to-LA transition.

The role emphasizes building a substantial book quickly, with compensation in the $150,000–$200,000 range plus bonus and firm resources to support nationwide growth.

Qualifications

• Experience advising high-net-worth clients and leading client meetings.
• Early to mid-career with ambition to build a large book.
• Series 65/66 or ability to obtain; clean compliance record.
• A transferable client book is welcome but not required.

Responsibilities

• Anchor growth in Los Angeles as the dedicated advisor.
• Build and service a rapidly growing client book with closed clients.
• Collaborate with marketing and inside sales to onboard assets.
• Provide ongoing advisory services and client relationship management.

Skills

HNW advisory experience

Lead client meetings

Series 65/66 licensed

Clean compliance record

Transferable client book

Job description

Financial Advisor - Clients & Leads Provided

$150,000 - $200,000 + Bonus

Would you like to be the advisor a national firm builds its Los Angeles presence around?

What if new high-net-worth clients were closed for you and handed over, so you could focus entirely on advice?

We're partnering with one of the largest independent RIAs in the US (around $40bn AUM) to hire a Financial Advisor for its established Bay Area team. The firm has been marketing-led for over 30 years and now has more qualified leads than advisors to take them on. It's now looking for a talented, credentialed advisor to anchor its growth in LA.

HOW IT WORKS

• The firm's marketing engine generates HNW prospects through paid leads, its own media channels and custodial referral programs
• An inside sales team qualifies each lead and books the meeting
• A business development advisor builds the plan, closes the client and brings the assets on board
• The client is introduced to you as their dedicated advisor to service and grow
• No new business targets

WHY LA, WHY NOW

• A ground-floor opportunity in a new market for the firm
• Build your book quickly with a steady flow of closed clients
• National-firm resources from day one: in-house tax (CPAs and EAs), investment management, estate planning and client service

WHAT YOU'LL BRING

• Experience advising HNW clients and leading client meetings
• Early to mid-career and keen to build a substantial book
• Series 65/66 (or able to obtain) and a clean compliance record
• A transferable book is welcome but not required

COMPENSATION

• 10% of the revenue on your book, paid quarterly
• Annual bonus on net new assets
• Transition support for advisors bringing clients