Private Wealth Advisor

Roklyn is working with an RIA in San Francisco that has done things their own way for over 50 years. Their clients hear plain English honest answers and a long-term plan they can actually understand.

Theyre looking to add someone to the team and theyre open to hiring at either the associate level or as a senior wealth advisor level.

The firms investment philosophy is buy and hold. If you believe in that approach and can explain it calmly to a client during a rough market youll fit right in. Assets are custodied at Schwab.

This role is about people. Communication and client relationships come before everything else. Youll be in client meetings at client lunches and dinners and on the phone with the families the firm has served for years sometimes decades. This is not a business development or sales role and its not a fit for someone who wants to spend their days prospecting. The firm wants someone who builds trust remembers what matters to each client and makes people feel well cared for.

Confidence matters here. You should be comfortable speaking up in a meeting answering a clients question directly and owning your recommendations.

The team is small and the structure is flat. Your input is wanted and youll wear many hats instead of being boxed into one narrow job. The firm understands that learning this business takes time. No credentials are required to apply. If you dont yet hold the CFP CFA Series 7 or Series 65 please still apply.

***This is a full-time in-office position Monday through Friday 8 to 5. This is an important piece theres not a hybrid or flexible work schedule.***

Benefits include:

• 100% employer-paid PPO health premiums
• A 401(k) match
• An after-tax Roth option
• Salary Range - since we are hiring at an Associate level or a Senior Level Ill put two different ranges here (120 - 160k) or (250-350k). If you are interested in the role we want to hear from you if its a right fit the salary is negotiable.

Please apply here directly.

If you have specific questions reach out to Darci Smith at ().

Roklyn is the exclusive recruiting partner to this RIA.

Required Experience:

Unclear Seniority