Senior Wealth Manager

Senior Wealth Advisor1.B+ AUM Independent RIAOrange County, CAOverviewDynamic, fast growing 1B+ AUM Independent RIA is seeking a Senior Wealth Advisor to source and manage relationships that are developed from custodial referral channel leads.Not a commissioned sales role. No portable book of business required.HighlightsMain lead generation sources are located in Newport Beach, Mission Viejo and San ClementeThe Firm has operated within the custodial channels for over a decade, building customized portfolios composed of individual securities, fixed income positions, and select ETFs.Independent RIA with consistent year over year growth with a collegial culture, and extensive operational, investment, financial planning and relationship management support.Compensation parameters: $150,000 - $250,000 first year package with an extremely competitive revenue share modelRequirementsCFP preferred3+ years experience leading relationships with high net worth clientele1722

Created: 2025-09-23