Senior Wealth Advisor

Next Level Recruiting, LLC; San Diego (CA); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Competitive compensation and incentives

Comprehensive insurance

Continuing education support

Job summary

A leading wealth management firm is seeking experienced Senior Wealth Advisors in San Diego, CA. This role offers a lead advisor position with full service support, a deep planning platform, and a clear path to partnership and equity. Ideal candidates will have 8-10 years of experience with high-net-worth clients and relevant certifications. The firm promotes a collaborative culture with strong growth support and competitive compensation.

Qualifications

• 8-10+ years of experience serving high-net-worth clients.
• Strong relationship management and planning expertise.
• Leadership and growth mindset; team-first approach.
• Strong relationship management and planning expertise.
• Leadership and growth mindset; team-first approach.

Responsibilities

• Serve as lead advisor for high-net-worth clients and families.
• Collaborate with in-house specialists for comprehensive planning.
• Lead client service team and mentor junior staff.
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book.
• Lead your client service team and mentor junior staff.
• Contribute to internal initiatives and have a voice in firm direction.

Skills

Relationship management

Comprehensive financial planning

Leadership

Client acquisition

Education

CFP or equivalent certifications

CPA, CFA, or other designations

Job description

Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.

They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity.

The Role

• Serve as lead advisor for high-net-worth clients and families
• Deliver comprehensive planning: retirement, tax, estate, investments, and more
• Collaborate with in-house specialists (planning, investments, tax, estate, client service)
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
• Lead your client service team and mentor junior staff
• Contribute to internal initiatives and have a voice in firm direction
• Hybrid schedule with flexibility to work remotely and from a local office

Ideal Background

• 8–10+ years of experience serving high-net-worth clients
• CFP or equivalent licenses/certifications; CPA, CFA, or other designations a plus
• Background in RIA, private bank, or wirehouse environments
• Strong relationship management and planning expertise
• Leadership and growth mindset; team-first approach
• Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key

Why This Platform Stands Out

• Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops
• Growth Engine: Robust inbound lead channels, marketing support, and business development team
• Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice
• Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors
• Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success
• Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more

This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.

We are an equal opportunities employer and welcome applications from all qualified candidates.