Senior Wealth Advisor
Full-time
Infrahire
InfraHire is hiring for Senior Wealth Advisor in Irvine, CA:
- Close new prospect leads and help drive firm growth
- Lead comprehensive financial planning, investment, and tax strategy discussions with clients
- Analyze clients' financial circumstances and develop thoughtful, personalized recommendations
- Serve as a trusted advisor to high-net-worth individuals and families
- Build and maintain deep, long-term client relationships
- Contribute ideas, expertise, and leadership as the firm expands
- Work as part of a collaborative team in a fee-only, fiduciary RIA environment
- Opportunity for career advancement, competitive compensation, and potential equity ownership
InfraHire is an equal Opportunity employer.
- Close new prospect leads and help drive firm growth
- Lead comprehensive financial planning, investment, and tax strategy discussions with clients
- Analyze clients' financial circumstances and develop thoughtful, personalized recommendations
- Serve as a trusted advisor to high-net-worth individuals and families
- Build and maintain deep, long-term client relationships
- Contribute ideas, expertise, and leadership as the firm expands
- Work as part of a collaborative team in a fee-only, fiduciary RIA environment
- Opportunity for career advancement, competitive compensation, and potential equity ownership
InfraHire is an equal Opportunity employer.
Vacancy posted 2 days ago
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