Independent Financial Advisor

Lead Advisor | UHNW Succession Opportunity | Orange County, CA Squarely LLC — Placed on behalf of a premier, fast-growing RIAWhat if you could skip the grind and step directly into one of the most coveted books in the business?This isn't a "build it from scratch" story. This is a defined succession opportunity — a chance to take over a large, established book of UHNW relationships from a sitting CEO who is stepping back to focus on firm strategy.The clients are already there. The infrastructure is already there. The comp is already there.Your job? Show up, serve at the highest level, and grow.Why This Role is Rare🏆 Immediate ownership of a significant UHNW book — no years of grinding to get here 🚀 Join an industry-leading RIA expanding fast with real momentum 🤝 Report directly to the CEO — visibility, mentorship, and a seat at the table 💰 Total comp opportunity up to $1,000,000 🎯 Plug into a marketing engine generating $150M+ in new client assets every month — your pipeline just got supercharged 📍 Orange County, CA | In-office | 5 days/weekWhat You'll OwnLead primary advisor relationships for a large book of UHNW clientsDrive sophisticated planning conversations: tax, estate, trust, philanthropy, concentrated equity, alternativesCoordinate seamlessly with CPAs, attorneys, trustees, and internal specialistsOwn retention, relationship depth, and measured growth of your assigned bookContribute to referrals, COI development, and business development — and be rewarded for itTap into the firm's best-in-class marketing platform to grow beyond your existing bookPotentially mentor and supervise junior advisory staffYou're the Right Fit If You Have✅ $100M+ in portable client AUM — individual or as part of a transitioning team, this is a firm requirement ✅ 8+ years advising UHNW clients with a proven retention track record ✅ Deep advanced planning chops: tax, estate, trust, philanthropic coordination ✅ Investment fluency across public markets, privates, alternatives, and concentrated stock ✅ Series 65 or CFP required; CFA, CPA, JD/LLM a strong bonus ✅ Spotless compliance record and exceptional client communication skillsThe Bottom LineMost advisors spend their entire career chasing two things: a great book and a firm that actually feeds them new business. This role gives you both on day one.Succession opportunities tied to established UHNW books at high-growth RIAs don't come around often. If you're a seasoned advisor — or a team — with $100M+ portable and you're ready to level up into one of the best seats in the industry, this is the call to take.📍 Orange County, CA | Full-Time | On-Site 💼 Compensation up to $1,000,000📩 DM me directly or apply below. Let's have a confidential conversation.