Jobs in the United States

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Fire Sprinkler Construction Sales Representative
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…focused company culture that allows you to gain mentorship and training provided by leading experts at one of the fastest growing companies in the industry. Whether you have transferable…
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Medical Assistant
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TES Program & Project Coordinator
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Finance Manager
Humboldt Transit Authority (CA)
Eureka, CA
- $63.6 to $77.27 USD / hour
…staff and consultants. The Finance Manager is a member of the management team and serves as a primary interface with the Board of Directors on financial…
Added 3 mins ago
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LPN Long Term Care (LTC), Float
The Evangelical Lutheran Good Samaritan Society
Osceola, NE
- $15 USD / hour
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Added 3 mins ago
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LPN - Licensed Practical Nurse - Local Traveler
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- $10 USD / hour
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Speech Therapist- Per Diem Weekday & Weekends
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United States
…speech and language evaluations, or suggestions for a home training program in order to achieve a maximum level of functional independence. This position may work in both an inpatient and…
Added 3 mins ago
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Medication Technician - Assisted Living
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- $20 to $21 USD / hour
…situated on a beautifully landscaped campus. Managed by Oakmont Management Group, we provide exceptional quality, comfort, and care with five-star services and amenities. Residents enjoy a…
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Medication Technician - Memory Care
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- $20 to $21 USD / hour
…situated on a beautifully landscaped campus. Managed by Oakmont Management Group, we provide exceptional quality, comfort, and care with five-star services and amenities. Residents enjoy a…
Added 3 mins ago
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Medication Technician, FULL & PART TIME
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Los Angeles, CA
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…situated on a beautifully landscaped campus. Managed by Oakmont Management Group, we provide exceptional quality, comfort, and care with five-star services and amenities. Residents enjoy a…
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Telecommunications Specialist 3 (Technical Specialist 3) - San Antonio, TX
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This position is in support of the US Air Force Education and Training Center.
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Telecommunications Specialist 4 (Technical Specialist 4) - San Antonio, TX
M.C. Dean, Inc
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Project Leader 2
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Relationship Banker I (30 Hours Weekly/Bilingual Spanish Preferred) - Pembroke Pines/University
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Staff Layout Designer
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Contribute to group management and technical innovation
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Senior Target Security Specialist - Sortation Center - Denver, CO
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…chain facility through best practices and physical security program management. You will execute strategic routines to identify, prevent and investigate theft and shortage by leveraging…
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Principal Software Engineer - Simulation Data, Validation & Infrastructure
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Curriculum Developer
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Ensure participant and vehicle safety (van maintenance, pre-trip inspections, use of seatbelts, body mechanics, transfer training, and wheelchair safety).
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Cheerleading Assistant Coach - Plymouth
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Health Education Specialist II
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Boutique Recruiting

Wealth Advisor

Orange County, CA, United States

$200,000 USD / year

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Job details

Pay: $200,000 USD / year
Apply by: Feb 4, 2027
Experience: 4-5 years of experience in wealth management as a financial advisor, with a history of building a book of business or closing business
Posting language: English
Posted: Nov 6, 2026

Original job description

Position Title: Wealth Advisor

This remote position places a Wealth Advisor in front of ultra-high-net-worth clients across Orange County, with a platform that leads with planning rather than products. The advisor builds a book of business from the ground up, supported by a team that includes associates, coordinators, CPAs, and attorneys who help shape each client plan. Support staffing runs at three support professionals for every advisor, and the firm's Chief Investment Officer is based in Los Angeles, which provides direct access to investment leadership.

The role begins with 13 weeks of structured training, delivered mostly in a virtual format, with no sales expectations during that period. The culture is collaborative and mature, with long-tenured colleagues who work with advisors on client questions and strategy. The position is remote, with client meetings throughout Orange County and a workspace available when needed. The work schedule is flexible, including accommodation for school drop-off and pick-up. Leadership roles are available over time for advisors who build a durable book of business.

Salary Range: $175,000 - $200,000 / Year DOE Plus commission on first-year fees, with higher base compensation considered for candidates who bring significant assets.

Wealth Advisor Responsibilities

Originate and develop relationships with ultra high net worth prospects, with a typical client profile of $5 million to $150 million in investable assets
Hold a minimum of 15 self-sourced prospect and client meetings each week
Manage a long sales cycle by building trust and credibility over time
Lead client conversations with a planning-first approach, learning each client's goals and priorities before recommending solutions
Work with associates, coordinators, CPAs, and attorneys to develop and present comprehensive plans to prospective clients
Build and grow a book of business, with initial targets of approximately $15 million in assets under management in year one and $25 million in year two
Attend the weekly Monday team meeting and complete the 13-week training program
Track meetings and networking activity through the calendar, including occasional evening events

Wealth Advisor Requirements

Must reside in Orange County, CA
4-5 years of experience in wealth management as a financial advisor, with a history of building a book of business or closing business
An established professional network, or a demonstrated ability to develop one
Bachelor's degree
SIE, Series 7, and Series 65 or 63 licenses, which may be obtained before the January training start if not already held
Proficiency with the Microsoft suite
Strong capital markets knowledge and the intellectual curiosity to work with executives
High emotional intelligence, an entrepreneurial mindset, and the ability to take feedback and apply it
Understanding of a complex sale and the credibility to act as a trusted advisor
CFP designation is preferred

Benefits

Medical, dental, and vision insurance, with coverage effective from the date of hire
401(k) retirement plan with employer matching
Paid time off and company holidays
Comprehensive training program and a support team staffed at three support professionals per advisor
Remote work arrangement with a flexible schedule
Long-term career growth, including leadership opportunities for advisors who build a strong book of business

Qualified wealth management professionals who want to build a client base on a planning-led platform with deep support should apply today.