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Senior Associate Wealth Advisor
Career Insights for Personal Financial Advisor (General)
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$107,221 / year median in California
+5% projected growth
Job Description
Senior Associate Wealth Advisor
CATEGORY
Wealth Management - Client Facing
LOCATION
Redwood City, California
SALARY
$120,000 - $160,000
JOB
REFERENCE
249945
Job Description
Senior Associate Wealth Advisor
hireneXus has partnered with an established, independent, fee-only RIA in the San Francisco Peninsula to help them add a Senior Associate Wealth Advisor to their team. The firm has gone through tremendous growth over the last 24-36 months and is in need of a talented CFP professional that is looking to join a planning-first firm and service existing clients as part of a team. There is a clear short-term path for growth into a Wealth Advisor role and beyond for the right candidate. The firm is employee owned and continuing to experience strong organic growth.
Responsibilities
Serve as a responsive, reliable resource for client questions and problem-solving
Apply financial analysis expertise to client situations, translating recommendations into clear, easy-to-understand guidance
Document client interactions consistently within the firm's systems
Help prepare and deliver annual review presentations alongside the senior advisor
Coach clients through implementation of financial plans and provide hands-on support
Hold primary advisory responsibility for a portfolio of smaller client relationships
Requirements
Bachelor's degree
Series 65 and CFP designation - additional designations a plus
Minimum of two years of client-facing financial services experience
Proficiency with custodial platforms
Experience with financial planning software, cash flow analysis, and tax analysis tools
Comfort working within CRM and reporting systems
Compensation
The range for this role is $120,000-$160,000 base salary plus bonus and additional benefits.