Senior Wealth Advisor

Harrison Gray Search has partnered with a highly respected, independent wealth management firm known for its sophisticated, white-glove approach to serving ultra-high-net-worth families. The firm has built its reputation on deep client trust, long-tenured relationships, and a fiduciary-first culture — resulting in a client base that is both exceptionally loyal and exceptionally large. We are seeking an experienced advisor to join in a high-impact "hunter" capacity, with a rare opportunity to step into stewardship of established ultra-high-net-worth relationships as part of a planned succession strategy. Qualifications Experience & Track Record Minimum 5+ years of experience as a financial advisor at an RIA, independent broker‑dealer, or wirehouse, with a demonstrated record of client acquisition and retention Proven "hunter" track record — measurable history of sourcing, pitching, and closing new client relationships, not solely managing an inherited or referral‑based book Experience advising ultra‑high‑net‑worth clients ($10MM+ households) on complex planning needs: multi‑generational wealth transfer, trust and estate coordination, concentrated stock positions, alternative investments, and tax‑efficient portfolio construction Demonstrated ability to manage a high volume of complex relationships (100+ households) with a service model built for scale and white‑glove attention simultaneously Portable Business A portable book of business of at least $50 million AUM, transferable without undue regulatory or contractual restriction Ability to document client relationships and articulate a credible transition/retention plan Licensing & Regulatory Standing Active Series 65 (or equivalent combination of Series 7 & 66) required; additional licensing (Series 63, insurance lines) a plus CFP®, CFA, CPA, or other relevant advanced designation strongly preferred, though not required for the right candidate Clean U4 Ability to pass a full background check, credit check, and reference verification consistent with SEC/FINRA and firm‑level fiduciary standards No non‑compete or non‑solicit restrictions that would materially impede a book transition (or a clear legal path to navigate existing restrictions) Professional Attributes Polished, executive‑level presence suited to serving high‑profile, high‑net‑worth, and multi‑generational families Strong discretion and judgment in handling sensitive financial and personal information Collaborative team orientation — comfortable working alongside existing advisory teams, para‑planners, and client service staff during a relationship handoff Entrepreneurial mindset balanced with fiduciary discipline; comfortable operating in a growth‑oriented, performance‑driven environment W-2 employment structure with a strong base salary. Performance‑based compensation in addition to base, tied to AUM growth, retention, and new business development Full benefits package: medical, dental, vision, life insurance, and 401(k) match Potential equity participation (G2 stock) for the right candidate Relocation assistance available for candidates outside the LA area Why This Role This is a unique opportunity to join a firm with substantial existing AUM and an established ultra‑high‑net‑worth client base, positioning the right advisor for significant long‑term growth alongside a defined path to inheriting major book relationships built over decades. Harrison Gray Search is managing this search on a confidential basis. Qualified candidates should reach out to discuss further details, including firm identity, upon initial screening. #J-18808-Ljbffr