Lead Wealth Advisor: Planning-Led RIA for HNW Clients

Radium Search; California; On-site; USD 180,000 - 360,000; Full time

Benefits offered by this job

Fiduciary model

In-house research and platform

Associate & RM support

Relocation considered

Job summary

Radium Search is sourcing a Senior Wealth Advisor for Monterey, CA, on-site with relocation considered. You will lead high-net-worth client relationships, backed by a national firm, while the operations, compliance, research and technology are handled by the firm so you can focus on clients and growth.

The role requires 5+ years as a producing financial advisor, a book of at least $30M in assets, and licenses (Series 65/66 and Series 7 if held). A clean U4/BrokerCheck record is essential.

Qualifications

• 5+ years as a producing financial advisor.
• At least $30M in client assets that will realistically follow you.
• Series 65/66 or able to obtain, plus Series 7 if currently held.
• Clean U4/BrokerCheck record.

Responsibilities

• Lead advisor for own high-net-worth client relationships with national support.
• Focus on clients and growth while the firm handles operations, compliance, research and tech.

Skills

Client relationship management

Business development

Financial planning

Independent broker-dealer background

Education

Series 65/66 license

Series 7 license

Job description

Radium Search is sourcing a Senior Wealth Advisor for Monterey, CA, on-site with relocation considered. You will lead high-net-worth client relationships, backed by a national firm, while the operations, compliance, research and technology are handled by the firm so you can focus on clients and growth.

The role requires 5+ years as a producing financial advisor, a book of at least $30M in assets, and licenses (Series 65/66 and Series 7 if held). A clean U4/BrokerCheck record is essential.