Senior Wealth Manager

UHNW Wealth Advisor – Succession Mgmt. OpportunityCosta Mesa - CAWe 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.Elevate Your Practice to a Partnership LevelTransition from a solo or restricted environment to a Partner-track role where you own a piece of a large, rapidly growing firm.Benefit from a transparent equity structure designed to align your long-term financial success with the enterprise value you help build.Reclaim Your Time for High-Value RelationshipsLeverage an institutional-grade support system that handles the "middle and back office" heavy lifting—including compliance, reporting, and administrative tasks.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 assets.Expand Your Service CapabilitiesAccess a deep bench of in-house experts in advanced tax planning, Family office, complex insurance, estate coordination, and alternative investments to better serve your clients.Offer a "white-glove" concierge experience that differentiates your practice in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) markets.Strategic Growth & ScalabilityFocus 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 AUM.Join a culture that prioritizes fiduciary standards and long-term client intimacy over product sales.Your ResponsibilitiesPrimary 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 generations.Sophisticated Solutions: Design and implement bespoke investment and wealth transfer strategies using the firm's expanded toolkit.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 firm