Financial Advisor - Wealth Management Firm

Financial Advisor - San Mateo CA (Hybrid)A growing, client-centric wealth management firm in San Mateo is expanding its advisory team and seeking an experienced Financial Advisor to join the practice. This is an excellent opportunity for a relationship-driven professional who enjoys delivering comprehensive financial planning to high-net-worth clients.

If you are interested, please message Jennifer Fukumae on LinkedIn to start a conversation!

Key ResponsibilitiesServe as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidanceLead client meetings and portfolio reviews, providing thoughtful and strategic recommendationsAdvise on retirement planning, investment strategy, insurance, and major life events (e.g., home purchases, rollovers)Identify opportunities to deepen client relationships and introduce additional planning solutionsPartner with senior advisors on complex client needs while maintaining a high-touch service modelSupport onboarding and integration of new clients into the firmMaintain accurate client records and financial plans within CRM and planning systemsStay current on market trends and evolving financial planning strategies