Senior Wealth Advisor

Senior Wealth Advisor | Partnership & Equity Opportunity

About Three Arch Wealth Management

Three Arch Wealth Management is an elite boutique wealth management firm built around providing exceptional advice, thoughtful investment management, and an outstanding client service. We are highly selective about the people we bring onto our team. We believe great firms are built by great people, and we are looking for an exceptional Wealth Advisor to join our growing practice. We have a strong and growing inflow of new prospective clients, creating an opportunity for the right advisor to grow well beyond their existing client relationships.

The Opportunity

We are seeking an experienced, personable, and analytical Wealth Advisor who already has an established book of clients and a strong track record of serving high-net-worth individuals and families. This is an opportunity for an accomplished advisor to join a sophisticated independent RIA, bring their existing client relationships to a firm with significant growth momentum, and have access to a steady pipeline of new prospective clients. For the right person, there is a clear path to partnership and equity ownership in Three Arch Wealth Management.

What You'll Do

• Serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and other sophisticated clients
• Develop deep, long-term relationships with clients and their families
• Lead comprehensive financial planning and wealth management engagements
• Analyze clients' financial circumstances and develop thoughtful, personalized recommendations
• Participate in prospect meetings and help convert new opportunities into long-term client relationships
• Take an active role in growing the firm's client base
• Contribute ideas, expertise, and leadership as the firm continues to expand

Who We're Looking For

We are looking for a best-of-the-best advisor who combines technical expertise with exceptional interpersonal skills.The ideal candidate:

• Already has an established book of business
• Has a demonstrated history of successfully serving high-net-worth clients
• Is analytical and intellectually curious
• Is personable, polished, and an excellent communicator
• Has strong financial planning and investment knowledge
• Is entrepreneurial and motivated to grow
• Takes genuine ownership of client relationships
• Has exceptionally high standards for the quality of their work
• Is a team player who enjoys collaborating with other talented professionals
• Values putting clients' interests first

Why Three Arch

• Exceptional clients. Work with successful individuals and families who value sophisticated, personalized advice.
• Strong growth pipeline. Three Arch has a consistent inflow of new prospective clients, providing opportunities for advisors to grow beyond their existing book.
• Elite team. We are intentionally building a team of highly capable professionals who are among the best in their respective areas.
• Independent and fiduciary. We are an independent, fee-only wealth management firm focused exclusively on serving our clients' best interests.
• Entrepreneurial opportunity. The right advisor will have meaningful influence over the firm's future and the opportunity to participate in its growth.
• Path to partnership and equity. For an exceptional advisor who demonstrates the ability to contribute meaningfully to the firm's growth and culture, there is an opportunity to become a partner and equity owner.
• Compensation. Competitive compensation commensurate with experience, client relationships, and contribution to the firm. For the right candidate, compensation can include significant upside tied to the growth and success of the business, with a potential path to partnership and equity ownership.

Qualifications

• CFP® designation preferred
• 5+ years of wealth management or financial planning experience preferred
• Established client relationships and a relatively portable book of business strongly preferred
• Strong knowledge of investments, financial planning, and wealth management
• Excellent communication and relationship-management skills
• Demonstrated ability to attract, retain, and deepen client relationships

Interested?

We are looking for someone exceptional who could become a significant part of the future of Three Arch Wealth Management. If you are an accomplished advisor with an established client base, a strong reputation, and the ambition to build something great, we would like to hear from you.

Pay: $70,000.00 - $1,000,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Financial planning services
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Relocation assistance
• Retirement plan
• Vision insurance

Application Question(s):

• Do you already have a book of clients?
• Do you have a CFP designation?

Work Location: Hybrid remote in Irvine, CA 92618