Wealth Advisor

$300,000 – $625,000 | Los Angeles office or fully remote

Wealth Advisor – Los Angeles

Your clients aren't simple. Your platform shouldn't be either.

Entertainment talent with uneven income. Founders of private companies. Real estate families. Executives sitting on significant equity. Southern California wealth is as complex as it gets, and too many advisors are serving it from platforms built for something simpler. Our client, a nationally recognized wealth management firm in a strong growth phase, is adding experienced advisors across Los Angeles and Southern California and is moving decisively on the right people.

The role:

• Own the relationship for a book of HNW/UHNW clients with complex cash flow, entity, and estate needs.
• Build cash-flow and tax plans for clients with variable income, including entertainment professionals and business owners.
• Coordinate entity structuring, real estate holdings, and estate plans with in-house specialists and outside counsel.
• Design portfolios using the firm's open platform: models, direct indexing and tax-loss harvesting, alternatives, and custom mandates.
• Transition your existing clients with full operational support, in line with your agreements and the Broker Protocol where applicable.
• Expand your book through business managers, entertainment attorneys, CPAs, and other centers of influence.

The upside:

• Your relationships, your rules, with an established national firm behind you.
• LA office or home office, anywhere in the U.S.
• Specialist firepower for business owners, creatives, and entrepreneurs.
• A transition group that handles paperwork, account transfers, and compliance for you.
• Institutional research and open-architecture portfolio tools.
• Support to hire, build a team, and own a specialty niche.

Compensation details:

• Production-based pay with a clear, published revenue share.
• Transition packages calibrated to trailing-12 production and transferable AUM, which may include upfront and asset-based elements.
• Customized terms for each advisor.

You'll fit if you have:

• At least 7 years in a client-facing advisory, wealth management, or planning role.
• Ideally $60M+ in AUM or $450K+ in trailing-12 revenue; all experienced advisors are welcome to apply.
• Experience with business owners, entertainment professionals, or real estate wealth.
• Series 7/66 or 65 preferred; CFP®, CIMA®, or CPWA® valued.
• A clean compliance record and a track record of growing assets through referrals.

The best conversations happen early. See what a move could mean for your business in a confidential, no-pressure discussion.