Senior Wealth Advisor & Practice Lead - Northern California
$104,800–$148,075 year
Hybrid · San Francisco, California, United States or San Jose, California, United States
Job Summary
Lead as the Senior Wealth Advisor within a dedicated client team to deliver proactive, tailored financial planning and investment guidance to mass affluent clients in the Greater San Francisco Bay Area. Responsibilities include retaining assets under management, growing assets through proactive communication and education, onboarding clients, and providing holistic planning across retirement, education, tax, and estate considerations. The role requires clear explanation of the Personal Strategy investment approach, collaboration with a Wealth Advisor and Client Experience Specialist, travel to meet clients in person, and the ability to lead client relationships with a high standard of service. The position offers competitive base pay with potential bonus, and requires leadership in setting the tone for the client experience, along with mentoring and developing team resources. Flexible/hybrid work arrangements are available with travel as needed.
Required Qualifications
- Bachelor degree in business or related discipline or equivalent experience
- FINRA Series 65 required
- Experience with direct client contact in wealth management
- Strong client relationship skills and ability to present investment portfolios
- Proficiency with Salesforce, NetX360, Microsoft Word, Excel, Outlook, and PowerPoint
- Ability to meet clients in person in the Greater San Francisco Bay area
- Willingness to travel to meet clients face-to-face
- Excellent verbal and written communication skills
- Detail-oriented with strong organizational skills
- Proactive self-starter with situational awareness and contextual thinking
- Ability to manage multiple time-sensitive tasks simultaneously
- Proven ability to retain assets and grow assets under management
- Compliance with fingerprinting and regulatory requirements
Additional Requirements
- Authorized to work in the United States; sponsorship not offered for CPT/OPT or other visa types
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