Senior Wealth Advisor — UHNW Family Office, Equity
international search consultantsSan Diego, CA
Senior Wealth Advisor — UHNW Family Office, Equity
L5
international search consultantsSan Diego, CA2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesA leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships. This role offers a competitive base salary, performance-based compensation, and potential equity ownership. Join a collaborative team dedicated to delivering high-quality client experiences in a growth-oriented environment.
Apply now
Level
SeniorL5
Location
San Diego, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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