Wealth Advisor

Palm Desert, CA

Boutique Wealth Management Firm
Boutique RIA seeks a Wealth Advisor to play a key role in the continued growth and success of the firm with a focus on goals-based planning, comprehensive wealth management, and high touch client service.  
Not a commissioned sales role. No portable book of business required. 

  • Collaborate with the Founding Partners to provide wealth and investment
    management support across the client base of an ensemble practice
  • Opportunity to be mentored in all areas of fiduciary wealth management including financial planning, investment consulting, retirement planning, tax planning, and charitable giving.  
  • Collaborative culture offering excellent work/life balance  
  • Competitive compensation package including significant base salary and bonuses
  • Track to equity ownership

Relocation package available


  • 5+ years’ wealth management experience
  • Entrepreneurial and desire to thrive in a boutique RIAW
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