Senior Wealth Advisor — UHNW Family Office, Equity

International Search Consultants; San Diego (CA); On-site; USD 200,000 - 280,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Job summary

A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships. This role offers a competitive base salary, performance-based compensation, and potential equity ownership. Join a collaborative team dedicated to delivering high-quality client experiences in a growth-oriented environment.

Qualifications

• 7+ years of experience as a Wealth Advisor, Private Banker, or in a related advisory role.
• Strong track record of developing and maintaining UHNW client relationships.
• Ability to transition an existing client base is highly preferred.

Responsibilities

• Provide comprehensive wealth management and holistic planning services to ultra-high-net-worth clients.
• Serve as a trusted relationship manager, acting as the central advisor for clients and their families.

Skills

Wealth management expertise

Client relationship management

Investment strategy

Tax and estate planning knowledge

Leadership skills

Education

CFP, CFA, JD, or other advanced credentials

Job description

A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships. This role offers a competitive base salary, performance-based compensation, and potential equity ownership. Join a collaborative team dedicated to delivering high-quality client experiences in a growth-oriented environment.