Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor | $45M Book, Leadership, Equity Path

Modern Wealth Management

Modern Wealth Management is seeking accomplished wealth management professionals to expand our national footprint. Executive Wealth Advisors manage top-tier clients, oversee portfolios, and develop new relationships, with a portable book of at least $45M and accelerated transition support plus leadership opportunities. Join a collaborative firm where you’ll work with management on client experience, mentoring of junior advisors, and marketing strategies to attract new clients. #J-18808-Ljbffr Modern Wealth Management

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor | $45M Book, Leadership, Equity Path in California, MO vacancy
  • $105.9k - $129.7k

    ServiceNow is seeking an Executive Assistant to support the Senior Leadership team in California, Missouri. This role involves managing calendars...  ...$105,900 to $129,700 along with various benefits including equity, health plans, and a flexible time away plan. #J-18808-... 
    Employment Equity
    Senior
    Flexible hours

    ServiceNow

    California, MO
    4 days ago
  •  ...accomplished and well-organized wealth management professionals...  .... Executive Wealth Advisors are the most experienced...  ...into the firm. A portable book of at least $45M in client...  ...transition support, leadership opportunities, and potential equity participation. Primary Duties... 
    Employment Equity

    CivicMinds, Inc

    California, MO
    4 days ago
  • $115k - $140k

     ...the Role Dr. Squatch is looking to hire a Senior Associate of Strategic Finance. We are...  ...experience in investment banking or private equity (required) and operational finance (...  ..., and have approachable and transparent leadership. We offer a competitive salary in a growth... 
    Employment Equity
    Senior
    Full time
    Local area

    Dr. Squatch, LLC

    California, MO
    2 days ago
  • A prominent law firm in California is seeking a mid-senior level Corporate Associate Attorney to work on complex corporate matters, including M&A transactions and private equity deals. Candidates should have 2-6 years of relevant experience and admission to the California... 
    Employment Equity
    Senior

    TPO search

    California, MO
    1 day ago
  • $110k - $125k

     ...Overview Boutique wealth management firm in...  ...seeks a Financial Advisor to support client...  ...quotas/No portable book required Highlights...  ...Ramp alongside a senior advisor, then...  ...influence; a long‑term equity path is available for...  ...advisors who demonstrate leadership and bring in new... 
    Employment Equity
    Full time

    GemHarvest Executive Recruiting

    California, MO
    1 day ago
  • A financial services firm is seeking accomplished Executive Wealth Advisors to expand their national footprint in California. These professionals...  ...fields, and 10 years of related experience. A portable book of at least $45M in assets is highly valued. Generous benefits... 
    Senior

    CivicMinds, Inc

    California, MO
    4 days ago
  • Private Wealth Advisor About Our Client Our client is a distinguished wealth...  ...classes, including Private Equity, Venture Capital, Real Estate...  ...approach Team-oriented with leadership capabilities Ability to...  ...transfer a minimum of $20 million book of business Bachelor's... 
    Employment Equity
    Full time
    Remote work

    RGH-Global Ltd

    California, MO
    2 days ago
  • $100k - $115k

     ...Strong, dedicated work ethic. Demonstrated leadership and influence. Pay Range Pay Range: $100,...  ...: Unlock your potential with clear paths for career progression and internal mobility...  ...that embodies a deep culture of acceptance, equity, and inclusion. All qualified applicants... 
    Employment Equity
    Senior
    Work at office
    Remote work

    The Wonderful Company

    California, MO
    1 day ago
  • $137.4k - $189k

     ...Databricks is looking for a Senior Financial Analyst to join...  .... You will be a trusted advisor to Finance and GTM leadership, delivering insights and recommendations...  ...and improve forecasts for bookings, invoicing, collections,...  ...annual performance bonus, equity, and the benefits listed... 
    Employment Equity
    Senior
    Worldwide

    Menlo Ventures

    California, MO
    19 hours ago
  •  ...science and how it's automated and scaled — with direct visibility to program leadership and a fast path from method development to real studies Salary Range: 155K - 180K plus bonus and equity Fit with Nurix Culture and Values Strong team orientation; highly... 
    Employment Equity
    Senior

    Nurix, Inc.

    California, MO
    9 hours ago
  • $160k - $190k

     ...Senior Counsel (Landlord/Tenant - Remote) Northern California, CA Join Tyson...  ...make better teams. Our culture of equity and respect supports your leadership from day one. Flexible Work Options...  ...our proven defense methods, clear paths to leadership, and robust professional... 
    Employment Equity
    Senior
    Full time
    Work at office
    Remote work
    Flexible hours

    Tyson & Mendes

    California, MO
    1 day ago
  • $190k - $220k

    ## Senior Tax ManagerApplyremote type: Hybridlocations...  ...real estate private equity sponsors with tax, and...  ...relies on tax return-ready books and records provided by...  ...with the same trusted advisors year after year, ensuring...  ...our teams with leadership development and cutting... 
    Employment Equity
    Senior
    Work at office
    Local area
    Remote work
    Flexible hours

    Cerity Partners

    California, MO
    2 days ago
  •  ...Senior Vice President of Talent Acquisition Profit participation or equity incentives. We are looking for a proven leader...  ..., and third‑party advisors to ensure seamless...  .... Mentor and provide leadership to junior professionals...  ...transactions. Established book of business with... 
    Employment Equity
    Senior
    Full time
    Temporary work
    Work at office
    Flexible hours

    Concord Summit Capital

    California, MO
    4 days ago
  •  ...NVIDIA Warp team is seeking a hands-on senior engineer to expand Warp adoption across science...  .... You will own the end-to-end technical path for Warp integration, turning CUDA...  ...simulation, optimization, and AI workloads, with equity and benefits in the package. #J-18808-... 
    Employment Equity
    Senior

    NVIDIA

    California, MO
    2 days ago
  • $148k - $201k

     ...collaboration and success. About This Role The Senior Security Operations Analyst is Crexi’s...  ...completion rates, report results to leadership, and follow up with repeat offenders or...  ...year with eligibility for generous bonus, equity, and healthcare insurance. The total... 
    Employment Equity
    Senior
    Local area
    Flexible hours

    CREXi

    California, MO
    19 hours ago
  • $157k - $199k

     ...operational leader in the role of Senior Manager, Financial Reporting...  .... In this Senior Manager leadership role, you will take the lead...  ...You aren’t just maintaining books - you are building and managing...  ...a performance-linked bonus, equity, and a competitive benefits package... 
    Employment Equity
    Senior
    Local area

    B Capital

    California, MO
    4 days ago
  • $140k - $210k

     ...with confidence. We are hiring a Senior Product Manager to join our...  ...pipelines - the right escalation path, governance signal, and audit...  ..., and what you need - to your leadership, your engineering partners,...  ...qualifications, and internal pay equity. Hiring at the top end of the... 
    Employment Equity
    Senior

    Relativity

    California, MO
    4 days ago
  • $80k - $105k

     ...in-hand with digital strategy leadership. Stay flexible and open to...  ...Experience managing social media for senior executives or thought leaders...  ..., prior training, internal equity, and local geographic market...  ...Growth Mindset stipend for books, events, or learning... 
    Employment Equity
    Senior
    Summer holiday
    Work at office
    Local area
    Remote work
    Flexible hours
    Shift work
    3 days per week

    Highwire

    California, MO
    1 day ago
  • Senior Director of Human Resources Location: California (Ventura...  ...while serving as a trusted advisor to leadership on complex employee relations...  ...clear SLAs and escalation paths for onsite and offsite support...  ...package including equity Comprehensive medical, dental... 
    Employment Equity
    Senior
    Hourly pay
    Daily paid
    Temporary work
    For contractors
    Immediate start

    Namely

    California, MO
    19 hours ago
  • $160k - $190k

    Senior Counsel (Landlord/Tenant - Remote) Northern California, CA Join Tyson...  ...make better teams. Our culture of equity and respect supports your leadership from day one. Flexible Work Options...  ...our proven defense methods, clear paths to leadership, and robust professional... 
    Employment Equity
    Senior
    Remote job
    Full time
    Work at office
    Flexible hours

    Tyson & Mendes LLP

    California, MO
    19 hours ago
  • $115k - $165k

     ...seeking a sharp, analytically driven FP&A Senior Analyst / Analyst with a focus on...  ...‑level financial reporting for internal leadership and external stakeholders. Partner cross...  ...workflows. COMPENSATION $115,000‑$165,000 Equity + Benefits, including Health, Dental,... 
    Employment Equity
    Senior
    Permanent employment
    Contract work
    For subcontractor
    Work at office

    Trueanomalyinc

    California, MO
    3 days ago
  •  ..., registry projection, and runtime integration, guiding ownership decisions with technical leads. You will manage end-to-end proofs for GitLab and Slack paths, organize evidence, and maintain status across approved direction to open dependencies. #J-18808-Ljbffr NVIDIA
    Employment Equity
    Senior

    NVIDIA

    California, MO
    4 days ago
  • $181.8k - $202k

     ...developing and refining models that forecast bookings, renewals, net retention, and churn...  ...actionable recommendations for executive leadership Build scalable processes and tooling to...  ...(if in a sales function), and/or equity grants. Additionally, full‑time employees... 
    Employment Equity
    Senior
    Hourly pay
    Full time
    Work at office
    2 days per week
    3 days per week

    Cohesity

    California, MO
    4 days ago
  • $175k - $249k

    Senior Vice President, Integrated Marketing California...  ..., serving as a trusted advisor to priority clients and...  ...project management leadership to strengthen planning,...  ...prior training, internal equity, and local geographic market...  ...Mindset stipend for books, events, or learning... 
    Employment Equity
    Senior
    Summer holiday
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Highwire Public Relations, Inc.

    California, MO
    2 days ago
  • $148.4k - $259.7k

     ...at the portfolio and event level. Team Leadership and Coordination: Drive cross-functional...  ...outcomes and find an aligned and successful path forward. Storytelling: Experience in...  ...a base pay of $148,400 - $259,700 , plus equity (when applicable), variable/incentive compensation... 
    Employment Equity
    Senior
    Work at office
    Immediate start
    Remote work
    Flexible hours

    ServiceNow

    California, MO
    3 days ago
  •  ...community on our Wall of Love. As a Senior Customer Success Manager, Mid-...  ...a multimillion-dollar book of business. Key responsibilities...  ...trust with district executive leadership, managing accounts through...  ...AI is an opportunity to bring equity, access, and serve the individual... 
    Employment Equity
    Senior
    Full time
    Live in
    Work from home

    ApplyMint

    California, MO
    2 days ago
  •  ...California law firm, seeks an experienced Litigation Attorney to join our statewide practice. This role offers autonomy, leadership growth, and the potential path to partnership with a competitive salary. The position supports flexible work arrangements—remote or hybrid—from... 
    Senior
    Remote job
    Flexible hours

    Sacbar

    California, MO
    3 days ago
  • $250k - $350k

     ...and Employment Partner to join our California team. As an equity partner in a top-ranked firm, you will benefit from a culture that values teamwork and offers realistic paths to partnership without requiring a book of business. The firm prides itself on a supportive... 
    Employment Equity
    Flexible hours

    KAHANA & FELD LLP

    California, MO
    4 days ago
  • $100k - $130k

     ...and clear career pathways. Partner with leadership to create a structured yet flexible feedback...  ...experience is a plus. Private equity‑backed company experience and a strong understanding...  ...Annual Growth Mindset stipend for books, events, or learning experiences Monthly... 
    Employment Equity
    Senior
    Internship
    Summer holiday
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Highwire

    California, MO
    3 days ago
  •  ...analyses, design and improve compensation structures, and support equity programs within a fast-growing tech/EV environment. In this...  ..., and contribute to annual and mid-year reviews while delivering actionable recommendations to senior leadership. #J-18808-Ljbffr Jobtailor
    Employment Equity
    Senior

    Jobtailor

    California, MO
    19 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor | $45M Book, Leadership, Equity Path. Be the first to apply!