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Partner-Track Wealth Advisor — Future Equity Opportunity
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-21
Listing for:
Gilder Search Group
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Gilder Search Group seeks an experienced Wealth Advisor to manage and grow an existing client base across Orange County, LA, San Diego, and beyond. This role offers a path to future equity and partnership within a collaborative, no-ego culture.
The ideal candidate has 7+ years in wealth management, a portable book of business, and a CFP designation is preferred. You will work with a fiduciary, fee-based model and partner with top resources to grow client outcomes.
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