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Job description
Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.
They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity .
The Role
Serve as lead advisor for high-net-worth clients and families
Deliver comprehensive planning: retirement, tax, estate, investments, and more
Collaborate with in-house specialists (planning, investments, tax, estate, client service)
Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
Lead your client service team and mentor junior staff
Contribute to internal initiatives and have a voice in firm direction
Hybrid schedule with flexibility to work remotely and from a local office
Ideal Background
8–10+ years of experience serving high-net-worth clients
CFP or equivalent licenses/certifications; CPA, CFA, or other designations a plus
Background in RIA, private bank, or wirehouse environments
Strong relationship management and planning expertise
Leadership and growth mindset; team-first approach
Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key
Why This Platform Stands Out
Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops
Growth Engine: Robust inbound lead channels, marketing support, and business development team
Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice
Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors
Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success
Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more
This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.
We are an equal opportunities employer and welcome applications from all qualified candidates.
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Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.