Senior Wealth Advisor (Orange County)
Core
Deepen relationships with high net worth clients and organically grow practice through referrals while leveraging in-house experts to achieve financial goals.
Role type
Senior Wealth Advisor (High Net Worth)
Builds
Comprehensive financial solutions including tax, estate, and insurance planning
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, Investment management, Tax planning, Estate planning, Relationship building, Compliance knowledge, Financial analysis, Portfolio review, Financial software utilization
Preferred skills
Sales aptitude, Entrepreneurial spirit, Master's degree
Technologies
Financial planning software
Responsibilities
Identify client financial goals and develop recommendations, Communicate complex financial solutions, Ensure client retention through long-lasting relationships, Leverage broad solutions (tax, estate, insurance), Ensure adherence to compliance policies, Act as a fiduciary
Seniority
Senior, hands-on IC
