Senior Wealth at Thorndale Aliso Viejo, California

UHNW Wealth Advisor - Succession Mgmt. Opportunity

Costa Mesa - CA

We are looking for an accomplished Advisor able to handle a succession of UHNW high-touch client relationships while still growing their network and gaining a tangible stake in the firm's growth. We have been retained to find the right person with a CFP or CFA who has the presentation to manage a retirement transition of these relationships while still having a growth mindset

• Elevate Your Practice to a Partnership Level
• Transition from a solo or restricted environment to a Partner-track role where you own a piece of a large, rapidly growing firm.
• Benefit from a transparent equity structure designed to align your long-term financial success with the enterprise value you help build.
• Reclaim Your Time for High-Value Relationships
• Leverage an institutional-grade support system that handles the "middle and back office" heavy lifting-including compliance, reporting, and administrative tasks.
• Utilize cutting-edge technology and account aggregation tools that provide a holistic view of complex client wealth, allowing you to act as the "lead advisor" across all assets.
• Expand Your Service Capabilities
• Access a deep bench of in-house experts in advanced tax planning, family office, complex insurance, estate coordination, and alternative investments to better serve your clients.
• Offer a "white-glove" concierge experience that differentiates your practice in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) market.
• Strategic Growth & Scalability
• Focus on net new asset acquisition and relationship deepening while the firm provides the "repeatable growth engine" and lead generation support you need to scale beyond your current AU.
• Join a culture that prioritizes fiduciary standards and long-term client intimacy over product sale.

Your Responsibilities

• Primary Relationship Management: Free up more time to be the strategic partner for all your clients including HNW/UHNW families, we have all the tools needed for coordinating complex financial lives across generations.
• Sophisticated Solutions: Design and implement bespoke investment and wealth transfer strategies using the firm's expanded toolkit.
• Expand your footprint: Having time to grow and serve your client base as well as reap the benefits of being an owner and partner in a rapidly growing firm.