Senior Wealth Advisor

Harrison Gray Search; Los Angeles (CA); On-site; USD 200,000 - 350,000; Full time

Benefits offered by this job

Full benefits package

Relocation assistance

Equity participation (G2 stock)

High base salary with performance pay

Job summary

Harrison Gray Search has partnered with a respected independent wealth management firm to recruit an experienced advisor for a high-impact hunter role. The candidate will steward established ultra-high-net-worth relationships as part of a succession strategy and contribute to strategic growth.

Required is a proven track record of sourcing and closing new client relationships, with strong backgrounds in multi‑generational wealth transfer, trust coordination, and tax-efficient investing.

Qualifications

• Minimum 5+ years of experience as a financial advisor at an RIA, independent broker‑dealer, or wirehouse; demonstrated record of client acquisition and retention
• Proven hunter track record — sourcing, pitching, and closing new client relationships, not only managing inherited or referral-based books
• Experience advising ultra-high-net-worth clients ($10MM+ households) on complex planning needs: multi-generational wealth transfer, trust and estate coordination, concentrated stock positions, alternative investments, and tax-efficient portfolio construction
• Demonstrated ability to manage a high volume of complex relationships (100+ households) with a service model built for scale and white‑glove attention

Responsibilities

• Identify and pursue high-potential UHNW opportunities within the target market
• Build and maintain a portable client book with a credible transition/retention plan
• Collaborate with advisory teams to ensure seamless handoffs and superior client service

Job description

Harrison Gray Search has partnered with a highly respected, independent wealth management firm known for its sophisticated, white-glove approach to serving ultra-high-net-worth families. The firm has built its reputation on deep client trust, long-tenured relationships, and a fiduciary-first culture — resulting in a client base that is both exceptionally loyal and exceptionally large.

We are seeking an experienced advisor to join in a high-impact "hunter" capacity, with a rare opportunity to step into stewardship of established ultra-high-net-worth relationships as part of a planned succession strategy.

Qualifications

Experience & Track Record

• Minimum 5+ years of experience as a financial advisor at an RIA, independent broker‑dealer, or wirehouse, with a demonstrated record of client acquisition and retention
• Proven "hunter" track record — measurable history of sourcing, pitching, and closing new client relationships, not solely managing an inherited or referral‑based book
• Experience advising ultra‑high‑net‑worth clients ($10MM+ households) on complex planning needs: multi‑generational wealth transfer, trust and estate coordination, concentrated stock positions, alternative investments, and tax‑efficient portfolio construction
• Demonstrated ability to manage a high volume of complex relationships (100+ households) with a service model built for scale and white‑glove attention simultaneously

Portable Business

• A portable book of business of at least $50 million AUM, transferable without undue regulatory or contractual restriction
• Ability to document client relationships and articulate a credible transition/retention plan

Licensing & Regulatory Standing

• Active Series 65 (or equivalent combination of Series 7 & 66) required; additional licensing (Series 63, insurance lines) a plus
• CFP®, CFA, CPA, or other relevant advanced designation strongly preferred, though not required for the right candidate
• Clean U4
• Ability to pass a full background check, credit check, and reference verification consistent with SEC/FINRA and firm‑level fiduciary standards
• No non‑compete or non‑solicit restrictions that would materially impede a book transition (or a clear legal path to navigate existing restrictions)

Professional Attributes

• Polished, executive‑level presence suited to serving high‑profile, high‑net‑worth, and multi‑generational families
• Strong discretion and judgment in handling sensitive financial and personal information
• Collaborative team orientation — comfortable working alongside existing advisory teams, para‑planners, and client service staff during a relationship handoff
• Entrepreneurial mindset balanced with fiduciary discipline; comfortable operating in a growth‑oriented, performance‑driven environment
• W-2 employment structure with a strong base salary.
• Performance‑based compensation in addition to base, tied to AUM growth, retention, and new business development
• Full benefits package: medical, dental, vision, life insurance, and 401(k) match
• Potential equity participation (G2 stock) for the right candidate
• Relocation assistance available for candidates outside the LA area

Why This Role

This is a unique opportunity to join a firm with substantial existing AUM and an established ultra‑high‑net‑worth client base, positioning the right advisor for significant long‑term growth alongside a defined path to inheriting major book relationships built over decades.

Harrison Gray Search is managing this search on a confidential basis. Qualified candidates should reach out to discuss further details, including firm identity, upon initial screening.