Senior Wealth Manager

UHNW Wealth Advisor – Succession Mgmt. Opportunity

Costa Mesa - CA

We are looking for an accomplished Advisor able to handle a succession of UHNW high-touch client relationships while still growing their network and gaining a tangible stake in the firm's growth. We have been retained to find the right person with a CFP or CFA who has the presentation to manage a retirement transition of these relationships while still having a growth mindset

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  Elevate Your Practice to a Partnership Lev
• elTransition from a solo or restricted environment to a Partner-track role where you own a piece of a large, rapidly growing fir
• m.Benefit from a transparent equity structure designed to align your long-term financial success with the enterprise value you help buil
• d.Reclaim Your Time for High-Value Relationshi
• psLeverage an institutional-grade support system that handles the "middle and back office" heavy lifting—including compliance, reporting, and administrative task
• s.Utilize cutting-edge technology and account aggregation tools that provide a holistic view of complex client wealth, allowing you to act as the "lead advisor" across all asset
• s.Expand Your Service Capabiliti
• esAccess a deep bench of in-house experts in advanced tax planning, Family office, complex insurance, estate coordination, and alternative investments to better serve your client
• s.Offer a "white-glove" concierge experience that differentiates your practice in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) market
• s.Strategic Growth & Scalabili
• tyFocus on net new asset acquisition and relationship deepening while the firm provides the "repeatable growth engine" and lead generation support you need to scale beyond your current AU
• M.Join a culture that prioritizes fiduciary standards and long-term client intimacy over product sale

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Your Responsibilit

• iesPrimary Relationship Management: Free up more time to be the strategic partner for all your clients including HNW/UHNW families, we have all the tools needed for coordinating complex financial lives across generatio
• ns.Sophisticated Solutions: Design and implement bespoke investment and wealth transfer strategies using the firm's expanded toolk
• it.Expand your footprint:Having time to grow and serve your client base as well as reap the benefits of being an owner and partner in a rapidly growing f