Wealth Advisor - Senior

Three Arch Wealth Management; Irvine (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Equity ownership

401(k) matching

Health, dental and vision insurance

On-site gym

Office with floor-to-ceiling windows

Strong lead flow

Job summary

Three Arch Wealth Management is hiring an advisor to service high-net-worth clients, close new leads, and lead comprehensive financial planning, investment and tax discussions. You will analyze client situations and provide personalized advice as part of a growing boutique fiduciary team.

Ideal candidates have a CFP designation, a track record with high-net-worth families, and a passion to grow with equity ownership opportunities and strong lead flow in a collaborative environment.

Qualifications

• CFP designation or in progress.
• Experience serving high-net-worth clients.
• Potentially has some client book.
• Motivated to grow and excel in advisory.
• Strong financial planning and investment knowledge.
• Personable, polished, and a strong communicator.

Responsibilities

• Close new prospect leads and convert opportunities.
• Lead comprehensive financial planning, investment and tax strategy discussions.
• Analyze clients' financial circumstances and develop personalized recommendations.
• Serve as a trusted advisor to high-net-worth individuals and families.
• Develop deep, long-term relationships with clients.
• Contribute ideas and leadership as the firm expands.

Skills

Financial planning

Investment knowledge

Client relationship management

Analytical

Communication

Team player

Education

CFP designation

Job description

We are a national, boutique Wealth Management serving clients who have $500k+ in investable assets. Our ideal candidate has experience as a financial advisor, is competent, analytical and personable.

We are full-fiduciaries and a fee-only RIA (you will not be selling annuities or whole life with us). Our firm is growing fast, and we need a capable advisor to help service clients and close leads. We provide a clear path for career advancement, good pay and equity ownership in Three Arch Wealth Management.

Compensation:

• Customizable depending on whether the advisor can bring a full or partial book of clients
• For advisors bringing a book of business: Can immediately be paid with a competitive percent of client revenues (this provides the highest ceiling for advisors)
• For advisors with no initial book of business: Base salary + Bonus, with the opportunity to eventually be paid as a percent of client revenues (this provides the most stability for new advisors)
• Opportunity for equity ownership in the firm (once certain clear metrics are reached)

Other Benefits

• Own office with floor to ceiling windows (on 10th floor)
• Opportunity to work on a very successful team
• Strong lead flow
• On-site gym
• 401(k) matching
• Health, dental and vision insurance

The Role:

• Close new prospect leads
• Lead comprehensive financial planning, investment and tax strategy discussions
• Analyze clients' financial circumstances and develop thoughtful, personalized recommendations
• Serve as a trusted advisor to high-net-worth individuals and families
• Develop deep, long-term relationships with clients
• Contribute ideas, expertise, and leadership as the firm continues to expand

Ideal Candidate

• Has a CFP designation or is working on it
• History of successfully serving high-net-worth clients
• Potentially has some book of clients
• Is motivated to grow
• Has strong financial planning and investment knowledge
• Is personable, polished, and an excellent communicator
• Is analytical and intellectually curious
• Takes genuine ownership of client relationships
• Is a team player who enjoys collaborating with other talented professionals