Jobs in the United States

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Added 3 mins ago
Automotive Sales Consultant
GL Casa, LLC
Baytown, TX
Big Star Buick GMC, a Ken Garff Automotive Dealership, is currently looking for a Sales Advisor that aligns with our core values and acts with respect, integrity, growth, humility and…
Added 5 mins ago
Principal AI Solutions Architect, Customer Success
United States - Genesys Cloud Services, Inc.
Virtual Office, TX · IN · SC · TN · FL · MA · NC · KY · GA
This role serves as a strategic advisor, enterprise architect, and transformation leader responsible for helping the world's largest organizations realize measurable business outcomes…
Added 5 mins ago
PN
Human Resources Strategic Partner
Pacific Northwest National Laboratory
Richland, WA
- $117,900 USD / year
…Human Resources Strategic Partner (HRSP) serves as a senior HR advisor and strategic partner to organizational leaders, helping translate business priorities into effective people and…
Added 36 mins ago
KC
Capital Project Manager III
King County
Seattle, WA
- $121,042.27 to $153,428.08 USD / year
Supervise the surveying program for specific projects, programs or assignments.
Added 36 mins ago
KC
Lead Mechanic
King County
Renton, WA · Maple Valley, WA
- $47.01 to $59.59 USD / hour
Added 37 mins ago
Director of Financial Aid
University of South Carolina
SC
…available to them. The Director manages the College Work Study program for the University. Some travel and evening and weekend presentations/workshops will be…
Added 40 mins ago
Principal Tech Recruiter
Blue Origin Personnel, LLC
United States
Act as subject matter expert and strategic talent advisor to leadership at all levels
Added 56 mins ago
Payroll Manager
Robert Half
Newton, KS
…a key HR leader. This professional will serve as a trusted advisor to management while overseeing day-to-day HR operations, employee relations, benefits administration, compliance, payroll…
Added 57 mins ago
CO
Intergovernmental Policy Advisor
City of Bellevue
Bellevue, WA
- $68.9 to $95.11 USD / hour
Added 1 hour ago
Customer Advisor Supervisor (Sacramento)
Communication Service for the Deaf, Inc
Remote, United States
The Customer Advisor Supervisor is responsible for overseeing the daily operations and management of the Customer Advisors team within the Deaf and Disabled Telecommunications Program…
Added 1 hour ago
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Part-Time Customer Advisor (Santa Rosa)
Communication Service for the Deaf, Inc
Santa Rosa, CA
- $21 to $26 USD / hour
- Part-time
Supports the California Field Operations Coordinator for the Deaf and Disabled Telecommunications Program (DDTP) by assisting disabled California residents who have difficulty using a…
Added 1 hour ago
Sr Manager Enterprise Risk Management & Audit Strategy
DexCom Inc
San Diego, CA
…e-commerce business, new factory in Ireland, etc.) as the trusted advisor for our internal business partners. Subject matter authority on achieving our business objectives, subspecialty of…
Added 1 hour ago
SO
Deputy Director - Construction and Facilities Management Office
State of Washington
Camp Murray, WA
- $125,000 to $135,000 USD / year
…providing vision and leadership as the CFMO Director's primary advisor and planner responsible for providing leadership, teamwork, training, and guidance and support. While the…
Added 1 hour ago
SO
L&I Chief Policy Legal Officer
State of Washington
Tumwater, WA
- $7,658 to $11,229 USD / month
…serves on the division leadership team and is the senior policy advisor for all CSCPS programs. The CPLO leads division-wide policy development, legislative strategy, and rulemaking;…
Added 1 hour ago
Senior Organizational Effectiveness & Leadership Development Partner
Presbyterian System Services
United States
…developing leaders at every level of the organization. As a trusted advisor to senior leaders and HR partners, you'll help strengthen leadership capability, succession readiness, employee…
Added 1 hour ago
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Customer Accounts Advisor (Part-Time)
Aaron's
Fort Stockton, TX
- $13.75 to $14.5 USD / hour
- Part-time
…are 100% satisfied with their product. As a Customer Accounts Advisor you will build relationships with our customers over the phone and face-to-face to bring them one step closer to…
Added 1 hour ago
G
Commercial Account Manager
GPAC
Sioux Falls, SD
- $60,000 to $70,000 USD / year
Educate clients on emergency response planning, disaster preparedness, and restoration solutions to become a trusted advisor.
Added 1 hour ago
G
Commercial Account Manager
GPAC
Brandon, SD
- $60,000 to $70,000 USD / year
Educate clients on emergency response planning, disaster preparedness, and restoration solutions to become a trusted advisor.
Added 1 hour ago
G
Commercial Account Manager
GPAC
Harrisburg, SD
- $60,000 to $70,000 USD / year
Educate clients on emergency response planning, disaster preparedness, and restoration solutions to become a trusted advisor.
Added 1 hour ago
G
Commercial Account Manager
GPAC
Dell Rapids, SD
- $60,000 to $70,000 USD / year
Educate clients on emergency response planning, disaster preparedness, and restoration solutions to become a trusted advisor.
Added 1 hour ago
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Commercial Account Manager
GPAC
Crooks, SD
- $60,000 to $70,000 USD / year
Educate clients on emergency response planning, disaster preparedness, and restoration solutions to become a trusted advisor.
Added 1 hour ago
Financial Advisor - M&T Bank
Belmont, MA
…Bank in Belmont, MA would allow you to join the Investment Program at M&T Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of…
Added 1 hour ago
Financial Advisor - M&T Bank
Burlington, VT
…Bank in Burlington, VT would allow you to join the Investment Program at M&T Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees…
Added 2 hours ago
Sales Consultant
TriNet
Palm Beach Gardens
Value & Consultative Selling: Establish a trusted advisor relationship, both inside of TriNet and within the prospect’s decision-making system, to effectively gain successful business and…
Added 2 hours ago
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(USA) Tire and Battery Service Advisor
Walmart
Tarentum, PA
- $20 to $28 USD / hour

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.

Find open jobs More jobs with this employer

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.