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UHNW Wealth Advisor: Partner Track & Equity
Job in
Costa Mesa, Orange County, California, 92626, USA
Listed on 2026-06-26
Listing for:
Thorndale Partners
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Thorndale Partners is seeking an accomplished UHNW Wealth Advisor to manage high-touch client relationships while contributing to the firm's growth. The role demands a CFP or CFA certification and the ability to handle retirement transitions effectively.
Success in this position includes managing primary relationships, designing investment strategies, and leveraging a strong support system focused on client intimacy. Ideal candidates will possess a growth mindset and experience in high-net-worth financial planning.
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