Senior Wealth Advisor

Job overview

The Senior Wealth Advisor role is listed in Newport Beach, CA, with Orange County preferred and other stated locations including Los Angeles, San Diego, and Las Vegas. Compensation is competitive and customized based on experience, production, transition considerations, and growth potential; no numeric pay range is specified. The opportunity is with an independent registered investment advisor managing approximately $600 million in assets. The advisor manages and grows client relationships while delivering wealth management and financial planning advice. The role also develops referral relationships, collaborates with investment and planning professionals, mentors junior advisors, and contributes to the firm’s strategic growth and future direction.

What you'll do

• Manage and grow an existing book of client relationships
• provide wealth management and financial planning advice
• develop referral relationships
• collaborate with investment and planning professionals
• participate in strategic growth initiatives
• mentor junior advisors
• contribute ideas to the organization’s direction.

What we're looking for

Skills & competencies

senior wealth advisor

wealth management

financial planning

registered investment advisor

client relationships

fiduciary advice

newport beach ca

orange county

mrispokane

future equity opportunity

partnership opportunity

high-net-worth clients

Work arrangement

• Weekend coverage required

Why this role

The firm describes potential future equity and partnership opportunities, institutional resources, and a fee-only fiduciary model.

About the employer

MRISpokane is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.