A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships. This role offers a competitive base salary, performance-based compensation, and potential equity ownership. Join a collaborative team dedicated to delivering high-quality client experiences in a growth-oriented environment.
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Senior Wealth Advisor — UHNW Family Office, Equity in san diego at Unknown Company
This position is listed as full time and onsite.