Senior Family Wealth Advisor - Orange County, CA (Remote)

Skills

Serve as the primary relationship manager for assigned client families.
Facilitate implementation of strategies across Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Planning.
Partner closely with the Advanced Planning Team and Client Service Team to deliver a cohesive, exceptional experience.
Lead prospect proposal preparation and client review presentations.
Present cash flow models and advanced planning topics in client meetings.
Use the firms CRM and internal workflows to document meeting notes, action items, and follow-through tasks.

Support the Advanced Planning Team with client cash flow analyses.
Maintain and deepen multi-generational client relationships.
Coordinate with clients external advisors (tax, legal, insurance, business advisors).
Uphold regulatory compliance and firm policies.
Contribute to a collaborative, team-oriented culture.

Bachelors degree.
5+ years of experience in a client-facing advisory role within an RIA, broker-dealer, family office, or private wealth firm.
Series 65 or equivalent.
Professional designations such as CFP4, CFA4, CIMA4, or equivalent.
Experience with advanced planning tools (DAFs, foundations, 529s, insurance strategies).
Understanding of core estate planning techniques.

Ability to deliver portfolio and asset management guidance.
Excellent written and verbal communication, capable of simplifying complexity.
Strong organizational skills with exceptional follow-through.
Ability to collaborate effectively with tax advisors, attorneys, and external professionals.
High emotional intelligence, attention to detail, integrity, and commitment to client-first service.
A growth mindset and enthusiasm for ongoing learning.

Portable book profile with a relationship-driven book, ideally concentrated in business owners, M&A ecosystem relationships, and founders navigating liquidity events.
Cultural fit grounded in collaboration over ego, team-first mindset, commitment to building a unified brand, and desire to grow within an independent RIA rather than promote a personal brand.

Desire for a platform offering advanced planning depth, best-in-class technology, investment resources, lifestyle concierge support, expertise around pre- and post-liquidity optimization, and multi-generational guidance.