LA Financial Advisor: HNW Clients & Closed Leads

Radium Search

California

On-site

USD 150,000 - 200,000

Full time

3 days ago
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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

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.

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