Senior Wealth Advisor

InfraHire; Irvine (CA); On-site; USD 140,000 - 240,000; Full time

Job summary

InfraHire seeks a Senior Wealth Advisor in Irvine, CA to lead comprehensive financial planning, investment and tax strategy discussions with high-net-worth clients. You will close new prospect leads and drive firm growth while building deep, long-term client relationships in a fiduciary, fee-only environment.

You will analyze clients' financial circumstances to develop thoughtful, personalized recommendations and contribute leadership as the firm expands.

Responsibilities

• Close new prospect leads and help drive firm growth
• Lead comprehensive financial planning, investment, and tax strategy discussions with clients
• Analyze clients' financial circumstances and develop thoughtful, personalized recommendations
• Serve as a trusted advisor to high-net-worth individuals and families
• Build and maintain deep, long-term client relationships
• Contribute ideas, expertise, and leadership as the firm expands
• Work as part of a collaborative team in a fee-only, fiduciary RIA environment
• Opportunity for career advancement, competitive compensation, and potential equity ownership

Skills

Relationship management

Financial planning

Investment strategy

Tax strategy

Job description

InfraHire is hiring for Senior Wealth Advisor in Irvine, CA:

• Close new prospect leads and help drive firm growth
• Lead comprehensive financial planning, investment, and tax strategy discussions with clients
• Analyze clients' financial circumstances and develop thoughtful, personalized recommendations
• Serve as a trusted advisor to high-net-worth individuals and families
• Build and maintain deep, long-term client relationships
• Contribute ideas, expertise, and leadership as the firm expands
• Work as part of a collaborative team in a fee-only, fiduciary RIA environment
• Opportunity for career advancement, competitive compensation, and potential equity ownership

InfraHire is an equal Opportunity employer.