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FB
Wire Transfer System Manager
Fulton Bank
Lancaster, PA
- $72,500 to $120,800 USD / year
…customer domestic wire transfers are performed according to risk management controls. Responsible for system level administration and maintenance of application servers, web servers, and…
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General Dentist
ProSmile
Neptune, NJ
The ability to be trained on Laser Dental / Soft Tissue Surgery, Practice Management, Implants, Invisalign, and more
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MI
Registered Nurse (Full Time)
Medcor Inc
Burbank, CA
- Full-time
…and injuries as well as major trauma and medical emergency management is…
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Wound Care Nurse (LPN)
Autumn Care of Shallotte
North Myrtle Beach, SC
…2026! As an employee recently said, “I feel I have a lot of support. I feel like part of the…
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Wound Care Nurse (LPN)
Autumn Care of Shallotte
Leland, NC
…2026! As an employee recently said, “I feel I have a lot of support. I feel like part of the…
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Wound Care Nurse (LPN)
Autumn Care of Shallotte
Whiteville, NC
…2026! As an employee recently said, “I feel I have a lot of support. I feel like part of the…
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Wound Care Nurse (LPN)
Autumn Care of Shallotte
Shallotte, NC
…2026! As an employee recently said, “I feel I have a lot of support. I feel like part of the…
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Wound Care Nurse (RN)
Autumn Care of Shallotte
North Myrtle Beach, SC
…2026! As an employee recently said, “I feel I have a lot of support. I feel like part of the…
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Wound Care Nurse (RN)
Autumn Care of Shallotte
Leland, NC
…2026! As an employee recently said, “I feel I have a lot of support. I feel like part of the…
Added just now
Wound Care Nurse (RN)
Autumn Care of Shallotte
Whiteville, NC
…2026! As an employee recently said, “I feel I have a lot of support. I feel like part of the…
Added just now
Wound Care Nurse (RN)
Autumn Care of Shallotte
Shallotte, NC
…2026! As an employee recently said, “I feel I have a lot of support. I feel like part of the…
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Kindergarten Teacher
St. Landry Parish School Board
Opelousas, LA
To plan, organize and implement an appropriate instructional program in a learning environment that guides and encourages students to develop and fulfill their academic potential. The…
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Munitions Engineer
CACI
Picatinny Arsenal, NJ · Rockaway Township, NJ · Rockaway Township
Experience in presenting technical information to program sponsors and management.
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Senior Enterprise Operations Center (EOC) Lead
CACI
Ashburn, VA · Ashburn
CACI is seeking a Senior Enterprise Operations Center (EOC) Lead for the Global Mission Operations Support (GMOS) contract, supporting the Department of State. This role offers a unique…
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Senior Dashboard Developer
CACI
Ashburn, VA · Ashburn
CACI is seeking a Senior Dashboard Developer for the Global Mission Operations Support (GMOS) contract, supporting the Department of State. This role offers a unique opportunity to enhance…
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Cloud and Infrastructure Engineering Manager
RES
Denver, CO
Provides day-to-day operational leadership of the Cloud and Infrastructure Engineering team, including workload assignment, goal setting and performance management.
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HY
Senior Contract & Grant Specialist
Hoyleton Youth and Family Services
Fairview Heights, IL
- $27.28 to $34.1 USD / hour
…contract origination, renewal, and monitoring processes to support agency compliance and operational needs. Assist with the development and implementation of agency-wide purchasing…
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60s House Manager
Chileda Institute Inc.
La Crosse, WI
Must demonstrate knowledge of and ability to train and implement Positive Behavior Support plans and Treatment Plan goals.
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Quota Management Specialist
Marine Resources Commission
Hampton, VA
The Quota Management Specialist monitors, audits, and manages Virginia’s commercial seafood harvest allocations to ensure compliance with strict state and federal catch limits. This role…
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Disaster Response and Recovery Officer #00158
Dept of Emergency Management
Salem, VA
The purpose of this position is to provide routine, direct and comprehensive hands-on all hazards emergency management support to assigned localities under the direction of the Chief…
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Registered Technician Specialist #01426
Virginia Department of Agriculture
Richmond, VA
…routing, and indexing of documents into an electronic document management System for applicator and business records. This position involves considerable interactions with prospective and…
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Training and Development Coordinator, Sr.
Department of Juvenile Justice
Hanover, VA · Richmond, VA
…challenges, and apply human resource policies and practices in support of agency…
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Collections Associate
Fiserv
Coral Springs, FL
Fuel Your Life program to support physical, financial, social, and emotional well-being.
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Account Manager
Fiserv
Milwaukee, WI
4+ years of experience in account management, client service or relationship support within banking, financial technology or the financial services industry.
Added 1 min ago
PH
Registered Nurse, Care Manager
Premise Health
Vienna, VA
- $63,200 to $79,000 USD / year
We are looking for an experienced RN with expertise in condition management, specifically diabetes care, weight management, and hypertension management. This individual will play a key role…

Closed listing

Boutique Recruiting

Wealth Advisor

Orange County, CA, United States

$200,000 USD / year

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $200,000 USD / year
Closing date: 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

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Original job description

Archived listing. The details below describe a past opening.

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.