Wealth Advisor
$100k - $120kRFG Advisory
- # Wealth AdvisorPierson Wealth Management · Full-time · Intermediate#### About The PositionPierson Wealth Management is seeking an experienced G2 **Financial Advisor** to join our growing team in **Santa Clarita, CA**. This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a senior individual contributor role with meaningful leadership responsibility and a clear path for growth as the firm scales.Location: Santa Clarita, CA | Schedule: Full-time, In-Office | Reports To: Director of Business Integration & Strategy**Client Relationship Management*** Serve as primary advisor for C and D-tier clients and select B-tier relationships* Lead client review meetings, build planning deliverables, and manage the full service cycle* Collaborate with senior advisors on A-tier and complex planning situations* Maintain a consistent, high-quality client experience aligned with PWM’s service standards* Support migration to digital client touchpoints (digital reviews, portal adoption) as part of the firm’s evolving service model**Financial Planning & Case Design*** Lead comprehensive financial plans covering investment strategy, retirement, tax, insurance, and estate planning* Own case design and illustrations for insurance and advanced planning scenarios* Research and apply current planning strategies relevant to high-net-worth clients* Remain current on tax law changes, regulatory updates, and industry best practices**Team Leadership & CSA Oversight*** Provide daily direction, oversight, and performance feedback to two Client Service Associates* Review and approve meeting preparation materials; CSAs draft, G2 Advisor signs off before client delivery* Set clear expectations, hold accountability, and create a structured, high-performing team environment* Maintain consistent in-office presence to provide direct, reliable leadership**Operations & Firm Initiatives*** Oversee client onboarding, asset transfer processes, and service requests* Partner with the Director of Business Integration & Strategy on workflow improvements and firm projects* Contribute to the firm’s operational development and adoption of RFG platform tools#### CompanyPierson Wealth Management is an independent, fee-based RIA serving high-net-worth individuals and families. Founded by Ivy Pierson, the firm has built a reputation for sophisticated financial planning, deep client relationships, and a commitment to doing things right not; just efficiently.PWM operates within the RFG Advisory platform, which provides infrastructure, compliance support, and access to institutional-grade resources. The firm is at an exciting inflection point: growing its team, evolving its service model, and expanding its capacity to serve clients at a higher level.We are a small team that takes our work seriously. Every person here plays a meaningful role. We reward expertise, respect autonomy, and invest in the growth of people who invest in us.#### RequirementsThe following qualifications apply to all candidates under consideration. Required items are non-negotiable for hire. Preferred items will meaningfully strengthen a candidate’s profile.Required:* CFP designation (CERTIFIED FINANCIAL PLANNERTM)* 7–10 years of experience in financial planning or wealth management* Series 65 or Series 66 license (or ability to obtain within 90 days)* In-office availability, full-time, Santa Clarita, CA* Experience managing or providing direction to support staff or junior team members* Demonstrated track record of owning HNW client relationships independently* Life & Health insurance license* Experience with eMoney, MoneyGuidePro, or comparable financial planning softwarePreferred:* Familiarity with Orion* Experience with annuity and insurance case design for HNW clients* Background in fee-based or fee-only independent advisory environment#### Core CompetenciesThe ideal candidate brings both the technical depth to lead complex planning conversations and the leadership presence to manage and develop a service team. We are looking for someone who is precise without being rigid, confident without being dismissive, and driven by the quality of their work as much as their results.* Financial Planning Excellence* Client Relationship Management* Team Leadership & Development* Case Design & Insurance Knowledge* Detail Orientation & Follow-Through* Clear, Confident Communication* Operational Discipline* Adaptability & Tech Adoption* Sound Judgment Under Pressure* Collaborative Execution**Behavioral Fit**This role requires someone who brings structure to complex situations and earns trust through consistent follow-through. You will be most successful here if you:* Lead with planning and preparation, not product or performance* Communicate directly and clearly, even when the message is a difficult one* Hold your team to a high standard with both warmth and firmness* Operate with a strong sense of duty to clients, colleagues, and the firm* Embrace change when the evidence supports it and ask good questions when it doesn’t* Are ready to grow into expanded responsibility as the firm scales#### Benefits and Compensation* Salary $100,000-120,000* Paid time off* Health and dental insurance* 401(k)* Profit Sharing
- J-18808-Ljbffr RFG Advisory
Vacancy posted 18 hours ago
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