Senior Wealth Advisor

Westport, CA

3B+ AUM Boutique RIA


    • Dynamic Independent Registered Investment Advisor seeks a Senior Wealth Advisor, to source new clientele as well as inherit client relationships from partners to grow fee-based AUM and revenue.
    • The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra-high net worth clientele ($5M-100M+ net worth)


    • Provide guidance to ultra-high net worth families on strategic asset management, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory
    • Team-based, forward thinking and planning driven culture
    • Significant base compensation, long-term payouts in perpetuity, no cap on upside; path towards equity partnership
    • Collegial culture with extensive operational, investment and relationship management support


    • Track record of successful business development with high net worth clientele
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