Senior Wealth Advisor — High‑Net‑Worth Planning & Growth

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 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.