Location
costa mesa
Job Type
Full-time
Posted
June 19, 2026
Job Description
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