Senior Wealth Advisor & Practice Lead (Fintech)

TL;DR

Senior Wealth Advisor & Practice Lead (Wealth Management): Managing and growing net assets for mass affluent households in Northern California with an accent on tailored financial advice and strategic relationship management. Focus on delivering comprehensive financial planning, optimizing tax-advantaged savings, and leading a dedicated client practice team.

Location: 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 dedicated to transforming financial lives through flexible wealth management and personal strategy solutions.

What you will do

• Serve as the lead advisor within a dedicated team, collaborating with a Wealth Advisor and Client Experience Specialist.
• Manage a book of clients through proactive and reactive engagement via phone, email, virtual meetings, and face-to-face visits.
• Develop and implement investment strategies aligned with clients' risk tolerance and financial objectives.
• Provide holistic financial planning covering retirement, income optimization, tax-advantaged savings, and education planning.
• Retain and grow assets under management through diligent communication and investor education.
• Coach and develop colleagues within the client practice team to ensure a first-class experience.

Requirements

• 4+ years of related work experience in financial services.
• FINRA Series 65 certification required.
• Must be authorized to work for any employer in the U.S. (no sponsorship provided).
• Ability to meet clients in person in the Greater San Francisco Bay area.
• Advanced knowledge of wealth management, estate planning, and tax optimization.
• Bachelor's degree in business or a related discipline or equivalent experience.

Nice to have

• Proficiency in Salesforce, NetX360, and Microsoft Office Suite.
• Strong situational awareness and contextual thinking skills.

Culture & Benefits

• 401(k) plan with company matching contributions up to 6%.
• Comprehensive medical, dental, vision, and life insurance.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including company holidays and floating holidays.
• 16 hours of paid volunteer time per calendar year.
• Inclusive environment with Business Resource Groups (BRGs) and paid parental leave.