Wealth Advisor

Private Wealth Advisor – Manhattan Beach, CA | Hybrid Opp

The mission is clear: to help clients Achieve Financial Peace of Mind™ through deep personal understanding, excellence, and a truly collaborative team culture.

Our clients firm oversees approximately $700M AUM while delivering a boutique, high-touch experience to high-net-worth clients. We take a team-first approach, ensuring our advisors can focus on strategy and relationships while being fully supported by planning and operations.

We are seeking an experienced and relationship-driven Private Wealth Advisor to join our team. This role offers the opportunity to serve an established group of 100–125 client households within a structured pod, providing consistent client engagement and long-term stability.

The ideal candidate is a CFP® professional with a consultative mindset, a passion for holistic planning, and an interest in a career path built on ongoing client service—not constant prospecting.

What you can expect in your role….

Client Relationship Management

• Lead review meetings with existing client households, ensuring plans stay aligned with evolving goals, life events, and economic changes.
• Introduce updated planning strategies, investment insights, and tailored financial recommendations.
• Strengthen long-term client relationships and support multi-generational planning when appropriate.

Financial Planning & Strategy

• Partner with our Planning and Operations teams to build, refine, and implement comprehensive financial plans.
• Provide strategic guidance to ensure plans align with timelines, risk profiles, tax considerations, and long-term objectives.
• Integrate multiple areas of financial planning, including:
• Investment and portfolio strategy
• Retirement income and distribution planning
• Estate planning concepts
• Insurance analysis
• Tax-aware planning
• Education funding
• Business and succession strategies

Collaboration & Teamwork

• Work within a supportive pod structure alongside financial planners and service professionals.
• Focus on advising, strategy, and execution—while leveraging dedicated support to enhance client experience.
• Contribute to a culture centered on teamwork, continuous improvement, and exceptional client care.

 Non-Negotiables

• Bachelor’s Degree
• Certified Financial Planner® designation
• Collaborative, caring, and service-oriented approach
• Ability to be in the Manhattan Beach office 3x/week

Compensation

Compensation is aligned with experience, expertise, and ongoing client service. The structure provides predictable income with meaningful performance-based upside, reflecting both individual and team impact.

Health Benefits, 401K with match, disability insurance, PTO