Wealth Management Advisors - Base Salary + Bonus

Larson Maddox; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive base salary

Performance incentives

Health benefits

Retirement benefits

Wealth planning support

Career growth opportunities

Job summary

Larson Maddox is seeking an experienced Wealth Management Advisor to join our growing national platform. You will manage an established HNW/UHNW client book, deliver comprehensive financial planning and investment solutions, and collaborate with internal specialists to meet client objectives.

This client-focused role emphasizes building trust, long-term relationships, and a disciplined business development plan.

Qualifications

• 4+ years in financial planning and wealth management.
• Experience advising HNW/UHNW individuals and families.
• CFP designation preferred or in progress; active licenses required or obtainable.

Responsibilities

• Manage and grow relationships with an established HNW/UHNW client portfolio.
• Deliver comprehensive financial planning and investment solutions.
• Deepen relationships and identify new engagement opportunities.
• Collaborate with internal specialists across investments, estate, tax, trust, and lending.
• Serve as trusted advisor through complex financial conversations.
• Build and execute a disciplined business development plan.
• Maintain high-touch service focusing on retention and long-term success.

Skills

Wealth planning

Client relationship management

Investment management

Communication & presentation

Team collaboration

Education

CFP designation preferred

Tools

Series 7/63/65/66 licenses

Job description

A highly respected global wealth management firm is expanding its presence across the United States and is seeking an experienced Wealth Management Advisor to join its growing team.

This is a unique opportunity to step into an existing book of High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships while leveraging a sophisticated platform built for advisor success. The firm is recognized for its comprehensive wealth planning capabilities, collaborative culture, and commitment to helping advisors deepen client relationships and drive long-term growth.

The ideal candidate is a client-focused advisor with a strong financial planning foundation, a consultative approach, and a passion for helping clients achieve their most important financial goals.

What You'll Do

• Manage and grow relationships with an established portfolio of HNW/UHNW clients
• Deliver comprehensive financial planning and investment solutions tailored to client objectives
• Deepen existing client relationships while identifying opportunities for additional engagement and referrals
• Collaborate with internal specialists across investments, estate planning, tax planning, trust, and lending solutions
• Serve as a trusted advisor through complex financial conversations and life transition events
• Build and execute a disciplined business development strategy to support continued growth
• Maintain a high-touch client service model focused on retention, satisfaction, and long-term success

What We're Looking For

• Minimum 4+ years of financial planning and wealth management experience
• Experience advising HNW/UHNW individuals, families, and business owners
• FINRA licenses including Series 7 and 63; 65 or 66 required or obtainable upon hire
• Strong expertise in comprehensive financial planning, investment management, retirement planning, and wealth strategies
• Proven ability to build trust and maintain long‑term client relationships
• Excellent communication, presentation, and relationship management skills
• Ability to work collaboratively within a team‑oriented wealth management environment
• CFP® designation preferred (or active progress toward certification)

Why Join?

• Opportunity to inherit and grow an existing book of quality HNW client relationships
• Competitive base salary plus performance-driven incentive compensation
• Comprehensive health, wellness, and retirement benefits
• Access to a robust support infrastructure and wealth planning specialists
• Clear path for career advancement within a growing national platform
• Entrepreneurial environment backed by the resources of a well-established global organization
• Strong culture centered on client success, professional development, and long‑term advisor growth