Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)
$85,000–$145,000 year
Hybrid · San Francisco, California, United States or Menlo Park, California, United States
Job Summary
Wealth Advisor focused on deepening client relationships and organically growing a practitioner’s book by leveraging an in-house team of experts to deliver integrated financial planning, investment management, tax and estate services. You will diagnose client needs, present tailored solutions, ensure client retention, and act as a fiduciary prioritizing client outcomes. The role emphasizes advanced knowledge in financial planning and investments, collaboration with a cross-functional team, and the ability to navigate regulatory requirements while delivering a comprehensive client offering. The position is hybrid (remote + office) in the San Francisco Bay Area, with travel up to 20% for meetings and training.
Required Qualifications
- Bachelor's degree in Business, Economics, Accounting or Finance related; CFP designation required (or acceptable alternates: ChFC, PFS, CFA, CIC); Series 65 required unless exemptions apply; 7-10 years relevant experience; strong client-relations and communication skills; ability to travel up to 20% as needed; hybrid work schedule with remote/office mix; ethical fiduciary responsibility; demonstrated knowledge of financial planning concepts and investments; regulatory/compliance acumen
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