Wealth Advisor | High Net Worth & Ultra-High Net Worth Focus

An established, nationally recognized, independent wealth management firm is seeking experienced Advisors to join their expanding team. This is an exceptional opportunity for entrepreneurial, client-focused Advisors who are passionate about delivering sophisticated financial solutions to affluent individuals and families.

What Makes This Opportunity Unique:

• Access to a robust investment platform and family office-style resources

• 50% payout structure for incoming Advisors

• Equity ownership opportunities available

• Comprehensive benefits and full operational support

• Collaborative, client-first culture with entrepreneurial flexibility

• Remote, Los Angeles HQ, NYC, and new market opportunities available

Primary Responsibilities:

• Serve as a trusted advisor to HNW and UHNW clients, delivering personalized wealth management solutions

• Leverage the firm's extensive resources to address complex financial, investment, tax, and estate planning needs

• Build and deepen client relationships through exceptional service, proactive advice, and regular communication

• Drive business development efforts through strategic networking, referrals, and professional partnerships

• Collaborate with an integrated team of specialists to deliver holistic, high-touch service to clients

• Maintain a strong understanding of market trends, investment strategies, and financial planning best practices

• Uphold the firm's fiduciary standards and commitment to putting client interests first

• Contribute to the firm's strategic initiatives and growth, including mentoring newer Advisors and participating in leadership opportunities

Ideal Candidate Profile:

• Minimum of 5+ years of experience working with HNW/UHNW clients in a wealth management, private banking, or family office setting

• Proven track record of client acquisition, relationship management, and revenue generation

• Entrepreneurial mindset with a desire to build and grow within a collaborative, resource-rich environment

• Strong technical knowledge in investments, financial planning, and wealth management solutions

• FINRA Series 65 or equivalent licenses preferred (or ability to obtain)

• Exceptional communication, interpersonal, and client relationship skills

• US work authorization required

Locations:

• Los Angeles (Headquarters)

• New York City

• Remote positions considered for qualified candidates

• Additional growth markets under development

Compensation & Benefits:

• Highly competitive payout structure (50% payout for incoming Advisors)

• Equity ownership opportunities for qualifying Advisors

• Comprehensive benefits package

• Full access to firm resources, technology, and operational support

• Opportunity to grow your practice with one of the industry's most respected independent firms