Senior Wealth Advisor | Equity in Growth for HNW Clients

Gaynor Staffing; Los Angeles (CA); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

401(k) plan

Health savings account

Medical insurance

Vision insurance

Equity participation

Job summary

An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and fosters an authentic culture. You will benefit from a dedicated support ecosystem, access to top-tier technology, and the chance for equity participation in the firm's growth. Ideal candidates will have a portable client practice and a strong track record in advisory roles, making this an exciting opportunity for those looking to make a significant impact in the financial advisory space.

Qualifications

• 7+ years of experience in a lead advisory role with HNW clients.
• CFP required or ability to obtain within one year of hire.

Responsibilities

• Provide sophisticated financial planning and investment advice.
• Develop and manage relationships with high-net-worth clients.

Skills

Client Relationship Management

Business Development

Communication Skills

Financial Planning

Compliance Knowledge

Education

Bachelor’s Degree

Master’s Degree

Tools

Financial Planning Software

Investment Management Tools

Job description

An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and fosters an authentic culture. You will benefit from a dedicated support ecosystem, access to top-tier technology, and the chance for equity participation in the firm's growth. Ideal candidates will have a portable client practice and a strong track record in advisory roles, making this an exciting opportunity for those looking to make a significant impact in the financial advisory space.