Senior Vice President, Client Advisory (Santa Ana)

Senior Vice President, Client Advisory

About the Company

Nationally recognized independent investment advisory firm

Industry

Investment Management

Type

Privately Held

About the Role

The Company is seeking an SVP, Client Advisor to join their team. The successful candidate will be the primary relationship manager for affluent and ultra-high-net-worth clients, delivering comprehensive wealth strategies that encompass investments, estate planning, tax efficiency, and risk management. This role also involves accessing family office resources, collaborating with internal teams to ensure seamless client service, and driving organic growth through deepening relationships and generating referrals. The ideal candidate should have over 10 years' of experience in wealth advisory, with a strong preference for those holding a CFP designation, and a background in planning and investment with the ability to integrate tax and estate strategies.

This is a unique opportunity to work with a firm that offers the personalized service of a boutique with the sophisticated infrastructure of a family office, providing the successful candidate with the ability to deliver holistic solutions for high-net-worth and ultra-high-net-worth clients. The role requires an individual with an entrepreneurial, growth-oriented mindset, and a proven ability to build trusted client relationships. The company is independent and employee-owned, ensuring full fiduciary alignment and no product conflicts. They have a long-standing, collaborative advisor culture and offer long-term career growth with equity options. The position is available at multiple offices nationwide, with hybrid and remote flexibility.

Travel Percent

Less than 10%

Functions

• Finance