Senior Wealth Advisor

Harrison Gray Search has partnered with a highly respected, independent wealth management firm known for its sophisticated, white-glove approach to serving ultra-high-net-worth families. The firm has built its reputation on deep client trust, long-tenured relationships, and a fiduciary-first culture — resulting in a client base that is both exceptionally loyal and exceptionally large.We are seeking an experienced advisor to join in a high-impact "hunter" capacity, with a rare opportunity to step into stewardship of established ultra-high-net-worth relationships as part of a planned succession strategy.QualificationsExperience & Track RecordMinimum 5+ years of experience as a financial advisor at an RIA, independent broker‑dealer, or wirehouse, with a demonstrated record of client acquisition and retentionProven "hunter" track record — measurable history of sourcing, pitching, and closing new client relationships, not solely managing an inherited or referral‑based bookExperience advising ultra‑high‑net‑worth clients ($10MM+ households) on complex planning needs: multi‑generational wealth transfer, trust and estate coordination, concentrated stock positions, alternative investments, and tax‑efficient portfolio constructionDemonstrated ability to manage a high volume of complex relationships (100+ households) with a service model built for scale and white‑glove attention simultaneouslyPortable BusinessA portable book of business of at least $50 million AUM, transferable without undue regulatory or contractual restrictionAbility to document client relationships and articulate a credible transition/retention planLicensing & Regulatory StandingActive Series 65 (or equivalent combination of Series 7 & 66) required; additional licensing (Series 63, insurance lines) a plusCFP®, CFA, CPA, or other relevant advanced designation strongly preferred, though not required for the right candidateClean U4Ability to pass a full background check, credit check, and reference verification consistent with SEC/FINRA and firm‑level fiduciary standardsNo non‑compete or non‑solicit restrictions that would materially impede a book transition (or a clear legal path to navigate existing restrictions)Professional AttributesPolished, executive‑level presence suited to serving high‑profile, high‑net‑worth, and multi‑generational familiesStrong discretion and judgment in handling sensitive financial and personal informationCollaborative team orientation — comfortable working alongside existing advisory teams, para‑planners, and client service staff during a relationship handoffEntrepreneurial mindset balanced with fiduciary discipline; comfortable operating in a growth‑oriented, performance‑driven environmentW-2 employment structure with a strong base salary.Performance‑based compensation in addition to base, tied to AUM growth, retention, and new business developmentFull benefits package: medical, dental, vision, life insurance, and 401(k) matchPotential equity participation (G2 stock) for the right candidateRelocation assistance available for candidates outside the LA areaWhy This RoleThis is a unique opportunity to join a firm with substantial existing AUM and an established ultra‑high‑net‑worth client base, positioning the right advisor for significant long‑term growth alongside a defined path to inheriting major book relationships built over decades.Harrison Gray Search is managing this search on a confidential basis. Qualified candidates should reach out to discuss further details, including firm identity, upon initial screening.#J-18808-Ljbffr