Three Arch Wealth Management is hiring an advisor to service high-net-worth clients, close new leads, and lead comprehensive financial planning, investment and tax discussions. You will analyze client situations and provide personalized advice as part of a growing boutique fiduciary team.
Ideal candidates have a CFP designation, a track record with high-net-worth families, and a passion to grow with equity ownership opportunities and strong lead flow in a collaborative environment.
#J-18808-LjbffrWealth Advisor for High‑Net‑Worth Clients | Growth & Equity in irvine at Unknown Company
This position is listed as full time and onsite.