Wealth Management Advisor

Tarbox Family Office, Inc. | Newport Beach, CA Our nationally recognized multi-family office is uniquely positioned, with just 100+ client families and $1 billion under management, to provide customized financial planning and individualized investment management services. The firm utilizes a true team approach with every client and maintains a client-to-staff ratio of approximately 8 to 1. In addition to advising on all client assets, the firm has a dedicated investment team managing client portfolios in-house, with a minimum requirement of $10 million in net worth for new clients. About the Role Tarbox Family Office is seeking a Wealth Advisor to join our team and build lasting relationships with high-net-worth families and individuals. This role is ideal for a professional who may not come from a traditional wealth management background, but who has developed strong client-facing skills, financial acumen, and a genuine interest in helping families navigate complex financial decisions, whether that experience was built in private equity, tax, banking, accounting, law, or another related field. We value depth of expertise over a specific career path. If you've spent years managing client relationships, working through technical financial problems, and thinking about the long-term picture for the people you serve, we want to talk with you. What You'll Do Serve as a primary point of contact for family office clients, building trusted, long-term relationships Collaborate with clients and internal team to develop and implement wealth strategies spanning investments, tax planning, and estate planning Translate complex financial, tax, and estate concepts into clear, actionable guidance for clients Coordinate with outside professionals (CPAs, estate attorneys, insurance advisors) to ensure a cohesive strategy across each client's full financial picture Monitor client portfolios and financial plans, proactively identifying opportunities and risks Participate in client meetings, reviews, and reporting, ensuring a high-touch, personalized experience Stay current on tax law, estate planning strategies, and investment trends relevant to ultra-high-net-worth families Support cross-functional initiatives across the firm, including technology adoption and process improvement What We're Looking For Meaningful experience in a client-facing role.This could be in wealth management, private equity, tax (public accounting), banking, law, or another professional services field Direct experience owning client relationships and being accountable for outcomes, not just supporting them Working knowledge of at least one of: investment management, estate planning, or tax planning, with genuine interest in developing expertise across all three Strong communicator who can build rapport quickly and explain complex topics in plain language Detail-oriented, analytical, and comfortable managing multiple client relationships and priorities simultaneously A collaborative mindset. Enjoys working within a small, integrated team rather than operating independently Bachelor's degree required; CFP, CFA, CPA, or progress toward a relevant designation is a strong plus but not required at time of hire What Makes This Role Different Unlike advisor roles at larger firms, this position offers direct exposure to every part of a client relationship (investments, tax, estate planning, and reporting) within a boutique, high-touch family office environment. You'll work closely with senior advisors and the firm's leadership team. #J-18808-Ljbffr