Career Opportunity
Senior Associate Wealth Advisor
Category
Wealth Management - Client Facing
Location
Redwood City, California
Salary
$120,000 - $160,000
Job Reference
249945
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.
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.
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