Wealth Advisor
International Search Consultants - San Diego, CA, US, 92189
Work at International Search Consultants
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Overview
2 weeks ago Be among the first 25 applicants Direct message the job poster from International Search Consultants We’ve partnered with a dynamic and fast-growing Registered Investment Advisory (RIA) firm managing over $1 billion in assets across high-net-worth individuals and families, as well as some institutions and foundations. As the firm continues to expand, it is seeking an experienced Wealth Advisor to join its office in Orange County, CA. Key Responsibilities Serve as the primary relationship manager , delivering a high-touch, client-first experience. Collaborate with Portfolio Managers to develop and implement sophisticated investment and planning strategies. Lead and mentor Client Service Associates, ensuring the delivery of customized reporting and client presentations. Participate in client and prospect meetings, events, and ongoing business development efforts. Oversee the timely and accurate preparation of client documentation, including custodian paperwork and subscription agreements. Manage and document all client interactions within CRM systems with precision and efficiency. Coordinate cash and security movements across custodians, ensuring seamless execution. Act as a liaison with clients’ external advisors, including estate planning attorneys, CPAs, and tax professionals. Partner with leadership on continuous process improvement and operational excellence. Qualifications Advanced Degree or Designation preferred. 8–10 years of experience in wealth management or a client advisory role Active Series 7 and 66 licenses This is a rare opportunity to join a mission-driven, client-centric firm with a commitment to excellence and growth. The role offers meaningful career advancement and the chance to make a direct impact on the financial lives of clients. Note: All inquiries will be held in strict confidence. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Finance Referrals increase your chances of interviewing at International Search Consultants by 2x Inferred from the description for this job 401(k) Vision insurance Medical insurance Paid maternity leave Paid paternity leave Tuition assistance Disability insurance Get notified about new Wealth Management Advisor jobs in Orange County, CA . Asset & Wealth Management, Private Family Office Financial Planner Analyst Newport Beach Irvine, CA $80,000.00-$100,000.00 3 weeks ago Asset & Wealth Management, GS Ayco Financial Wellness Coach, Analyst -Newport Beach, CA or Albany, NY or Irving, TX Irvine, CA $75,000.00-$125,000.00 1 day ago Financial Advisor -Entry Level (or) Experienced Wealth Advisor - California Bank & Trust Asset & Wealth Management, Wealth Strategies Group - Wealth Strategist, Vice President - Newport Beach, CA J.P. Morgan Wealth Management – Private Client Advisor - Newport Beach, Costa Mesa and Irvine, CA Financial Consultant Partner- Irvine, CA Huntington Beach, CA $50,000.00-$250,000.00 1 week ago Wealth Advisor - California Bank & Trust Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Irvine, CA $70,000.00-$170,000.00 1 hour ago Financial Representative (Career-Changers are welcome to apply) Irvine, CA $92,000.00-$110,000.00 1 week ago Newport Beach, CA $49,920.00-$100,000.00 2 weeks ago J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA Newport Beach, CA $150,000.00-$1,000,000.00 1 day ago Newport Beach, CA $92,000.00-$110,000.00 1 week ago Orange County, CA $75,000.00-$96,000.00 1 week ago Irvine, CA $80,000.00-$100,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr