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Generational Wealth Jobs in California (NOW HIRING)

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Wealth Strategist

Menlo Park, CA

$125K - $200K/yr

Generational wealth transfer and family legacy planning * Charitable and philanthropic planning * Asset protection and risk management * Business succession and liquidity event planning * Executive ...

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All JobsGenerational Wealth JobsGenerational Wealth Jobs in California

Generational Wealth information

What is the difference between Generational Wealth vs Financial Advisor?

AspectGenerational WealthFinancial Advisor
CredentialsNone requiredCertifications like CFP, CFA
Work EnvironmentFamily, estate planning, long-term wealth buildingClient meetings, financial planning firms
Industry UsagePersonal finance, estate planningFinancial services, investment management

Generational Wealth focuses on building and transferring wealth across generations, often involving estate planning and long-term strategies. A Financial Advisor provides personalized financial advice, investment management, and planning services. While both are related to wealth management, Generational Wealth is a broader concept involving family and estate strategies, whereas a Financial Advisor is a professional who helps clients achieve financial goals.

What are popular job titles related to Generational Wealth jobs in California?

For Generational Wealth jobs in California, the most frequently searched job titles are:

What job categories do people searching Generational Wealth jobs in California look for?

The top searched job categories for Generational Wealth jobs in California are:

What cities in California are hiring for Generational Wealth jobs?

Cities in California with the most Generational Wealth job openings:

Generational Wealth jobs near you
Infographic showing various Generational Wealth job openings in California as of August 2026, with employment types broken down into 65% Full Time, 32% Part Time, and 3% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution.

Senior Wealth Advisor

Harrison Gray Search & Consulting

Los Angeles, CA • On-site

$125K - $500K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 19 days ago

Job description

Title: Senior Wealth Advisor


About the Opportunity

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.


Qualifications

Experience & Track Record

  • Minimum 5+ years of experience as a financial advisor at an RIA, independent broker-dealer, or wirehouse, with a demonstrated record of client acquisition and retention
  • Proven "hunter" track record — measurable history of sourcing, pitching, and closing new client relationships, not solely managing an inherited or referral-based book
  • Experience 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 construction
  • Demonstrated ability to manage a high volume of complex relationships (100+ households) with a service model built for scale and white-glove attention simultaneously

Portable Business

  • A portable book of business of at least $50 million AUM, transferable without undue regulatory or contractual restriction
  • Ability to document client relationships and articulate a credible transition/retention plan

Licensing & Regulatory Standing

  • Active Series 65 (or equivalent combination of Series 7 & 66) required; additional licensing (Series 63, insurance lines) a plus
  • CFP®, CFA, CPA, or other relevant advanced designation strongly preferred, though not required for the right candidate
  • Clean U4
  • Ability to pass a full background check, credit check, and reference verification consistent with SEC/FINRA and firm-level fiduciary standards
  • No non-compete or non-solicit restrictions that would materially impede a book transition (or a clear legal path to navigate existing restrictions)

Professional Attributes

  • Polished, executive-level presence suited to serving high-profile, high-net-worth, and multi-generational families
  • Strong discretion and judgment in handling sensitive financial and personal information
  • Collaborative team orientation — comfortable working alongside existing advisory teams, para-planners, and client service staff during a relationship handoff
  • Entrepreneurial mindset balanced with fiduciary discipline; comfortable operating in a growth-oriented, performance-driven environment


Compensation & Benefits

  • W-2 employment structure with a strong base salary.
  • Performance-based compensation in addition to base, tied to AUM growth, retention, and new business development
  • Full benefits package: medical, dental, vision, life insurance, and 401(k) match
  • Potential equity participation (G2 stock) for the right candidate
  • Relocation assistance available for candidates outside the LA area


Why This Role

This 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.