FINANCIAL ADVISOR (HNW Clients & Comprehensive Financial Planning)

Job Description

Job Description

FINANCIAL ADVISOR (HNW Clients & Comprehensive Financial Planning)

Location: Pasadena, CA (Hybrid - 3 days in office)
Compensation: Competitive Base Salary + Performance Bonus + Business Development Incentives + Comprehensive Benefits

About the Client

A well-established independent wealth management firm managing over $4B in assets and serving more than 1,000 clients. The firm specializes in comprehensive financial planning and investment management for high-net-worth individuals, business owners, executives, entrepreneurs, and multi-generational families. Advisors work in a collaborative environment alongside portfolio managers, tax professionals, and estate planning specialists to deliver holistic wealth management solutions.

Must-Have Requirements

• 5+ years of Financial Advisor / Wealth Management experience.

• Experience serving high-net-worth clients ($1M+ investable assets preferred).

• CFP® certification required, or strong advisory experience with willingness to obtain CFP within the required timeframe.

• Proven client relationship management and business development experience.

• Strong knowledge of financial planning, investments, retirement, tax, and estate planning strategies.

• Experience leading client meetings and acting as the primary advisor.

• Familiarity with financial planning software and CRM systems.

• Ability to work in a hybrid environment in Pasadena, CA.

Key Responsibilities

• Serve as the primary relationship manager and trusted advisor for high-net-worth clients.

• Develop, update, and deliver comprehensive financial plans and investment strategies.

• Lead client meetings and manage all planning-related follow-up activities.

• Provide guidance across retirement planning, investment management, tax strategies, estate planning, and equity compensation.

• Collaborate with internal investment, tax, and estate planning professionals to deliver integrated advice.

• Support organic growth through referrals, Centers of Influence (COIs), and business development initiatives.

• Maintain and deepen long-term client relationships while delivering exceptional client service.

Ideal Candidate Background

• Wealth Management / RIA experience.

• Experience advising business owners, executives, entrepreneurs, and affluent families.

• Strong planning-first and client-centric advisory approach.

• Demonstrated success developing and maintaining long-term client relationships.

• Excellent communication, presentation, and consultative relationship-building skills.

Benefits

• Competitive compensation with bonus and incentive opportunities.

• Medical, Dental, and Vision Insurance.

• FSA / HSA options.

• 401(k) Retirement Plan.

• Professional certification and continuing education support.

• Hybrid work schedule.

• Paid time off and additional employee-focused benefits.

• Long-term career growth within an established advisory firm.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.