Senior Wealth Advisor & Practice Lead (Wealth Management)

TL;DR

Senior Wealth Advisor & Practice Lead (Wealth Management): Managing mass affluent households in the Greater San Francisco Bay area with an accent on tailored financial advice and strategic relationship management. Focus on retaining and growing net assets through holistic financial planning, investment strategy implementation, and coordinating a dedicated client practice team.

Location: Remote - Must reside in Northern California (Greater San Francisco Bay area) and be able to meet clients in person

Salary: $104,800 - $148,075

Company

A financial services firm focused on helping customers achieve financial freedom through tailored personal strategy and wealth management.

What you will do

• Serve as the lead advisor within a dedicated client practice team, collaborating with a Wealth Advisor and Client Experience Specialist.
• Manage relationships with mass affluent households through proactive communication via phone, email, and virtual meetings.
• Recommend and implement investment strategies aligned with client risk tolerance and financial objectives.
• Provide holistic financial planning covering retirement, income optimization, tax-advantaged savings, and education planning.
• Conduct face-to-face client meetings in the Greater San Francisco Bay area to build strong long-term relationships.
• Act as a liaison between clients and internal departments to ensure a first-class client experience.

Requirements

• Must be authorized to work in the U.S. (no sponsorship available, including CPT/OPT).
• Must reside in the Northern California territory and have the ability to meet clients in person in the San Francisco Bay area.
• FINRA Series 65 certification.
• 4+ years of experience in financial services and wealth management.
• Bachelor's degree in business or a related discipline.
• Experience managing a book of clients in a wealth management setting.

Nice to have

• Proficiency in Salesforce, NetX360, and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Strong organizational, presentation, and contextual thinking skills.

Culture & Benefits

• 401(k) plan with company matching up to 6%.
• Comprehensive medical, dental, vision, and life insurance.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• 16 hours of paid volunteer time per calendar year.
• Paid parental leave, short-term and long-term disability, and FMLA.