Wealth Advisor (Wealth Management)

TL;DR

Wealth Advisor (Wealth Management): Delivering personalized financial planning and relationship management for high-net-worth clients in the SF Bay area with an accent on strategic planning and investor education. Focus on managing client books, implementing investment strategies, and driving planning opportunities to expand wallet share.

Location: Remote, but must reside in the Greater SF Bay area and be able to meet clients in person.

Salary: $78,800 - $111,275

Company

A financial services company focused on transforming financial lives through advice, people, and technology.

What you will do

• Provide high-touch client onboarding, financial planning, and investor education.
• Lead clients through outreach campaigns and financial planning milestones to ensure an optimal experience.
• Manage and grow long-term relationships with an elite client base in collaboration with the advisory team.
• Deliver comprehensive financial planning and analysis tailored to individual client needs and goals.
• Recommend and implement investment strategies based on risk tolerance and current market trends.
• Collaborate with Portfolio Management to handle account customization and specific client requests.

Requirements

• Bachelor's degree in Business or a related discipline.
• 4+ years of professional experience in financial services and wealth management.
• FINRA Series 65 license is required.
• Must be authorized to work in the U.S. without sponsorship (no CPT/OPT).
• Ability to meet clients in person within the Greater SF Bay area.
• Strong knowledge of tax, income optimization, and estate planning strategies.

Nice to have

• Proficiency in Salesforce, NetX360, and Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to thrive in a fast-paced, evolving business environment.
• Proactive self-starter with strong situational awareness.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• 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 and short- and long-term disability programs.