Senior Wealth Advisor

Job Title: Senior Wealth Advisor

Location: Santa Ana, CA (Hybrid)

Job Type: Full-Time | Permanent

Job Summary:

We are seeking an experienced Senior Wealth Advisor to join our growing wealth management team. The ideal candidate will have experience advising high-net-worth individuals and families , providing comprehensive financial planning and investment guidance, and developing strong long-term client relationships.

The Senior Financial Advisor will also be responsible for meeting with and converting prospective clients , understanding their financial goals, and providing personalized recommendations. Candidates with an existing book of business or client relationships are highly valued, but a book of business is not required.

Required Qualifications:

• 5+ years of experience as a Senior Financial Advisor / Wealth Advisor.
• CFP designation or actively pursuing the CFP certification.
• Experience serving high-net-worth (HNW) individuals and families with $500K+ in investable assets.
• Strong knowledge of financial planning, investment management, and tax strategies
• Proven experience in closing prospects, acquiring new clients, and managing client relationships
• Should be able to analyse a client's financial situation and create personalized recommendations.
• Having an existing book of clients/business is a strong plus.
• Excellent verbal/written communication.
• Strong analytical ability.