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Senior Wealth Advisor

Preferred Location:
West Coast
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing a Senior Wealth Advisor, CFP who is seeking a long-term growth opportunity. Details below:

  • 10+ years of experience across relationship management, financial planning, investment management, and business development within the high-net-worth and ultra-high-net-worth market
  • Brings exposure to sophisticated client relationships ranging from emerging wealth clients to families with $10M+, $40M+, and significantly larger multigenerational wealth relationship
  • Previously partnered with advisors nationwide on complex estate planning strategies, complementing a strong client-facing advisory background
  • Holds both the CFP® and CEPA® designations, combining comprehensive planning expertise with business succession knowledge
  • Looking for an entrepreneurial environment where growth, client relationships, and equity participation are aligned

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