Senior Wealth Manager

UHNW Wealth Advisor – Succession Mgmt. Opportunity

Costa Mesa - CA

We are looking for an accomplished Advisor able to handle a succession of UHNW high-touch client relationships while still growing their network and gaining a tangible stake in the firm's growth. We have been retained to find the right person with a CFP or CFA who has the presentation to manage a retirement transition of these relationships while still having a growth mindset

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  Elevate Your Practice to a Partnership Lev
• elTransition from a solo or restricted environment to a Partner-track ro le where you own a piece of a large, rapidly growing fir
• m.Benefit from a transparent equity structu re designed to align your long-term financial success with the enterprise value you help buil
• d.Reclaim Your Time for High-Value Relationshi