Senior Wealth Advisor

Harrison Gray Search; Los Angeles (CA); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Equity participation

Job summary

Harrison Gray Search is assisting a leading, independent wealth management firm serving ultra-high-net-worth families in Los Angeles. We seek an experienced advisor to join in a high-impact hunter capacity, with stewardship of established relationships as part of succession planning.

The role requires a proven ability to source, pitch, and close new clients with $10M+ household planning needs, manage 100+ complex relationships, and preserve a fiduciary-first, white-glove service model.

Qualifications

• Minimum 5+ years as a financial advisor at an RIA, independent B-D, or wirehouse
• Proven hunter track record of sourcing, pitching, and closing new client relationships
• Experience advising ultra-high-net-worth clients ($10MM+ households) on complex planning

Responsibilities

• Build and manage a high-volume book of ultra-high-net-worth relationships (100+ households) with white-glove service
• Grow AUM through new business development and smooth transitions of existing relationships
• Collaborate with advisory teams to ensure fiduciary standards and client satisfaction

Skills

Hunter mindset

Relationship management

Executive presence

Discretion & judgement

Education

CFP/ CFA / CPA preferred

Series 65 (or 7 & 66) active

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.