Senior Financial Advisor
$140k - $200kPop-Up Talent
Senior Financial Advisor
San Jose, CA
We are looking for a Senior Financial Advisor (7+ years of experience) to serve as a Lead Relationship Manager supporting new and existing client relationships.
COMPANY OVERVIEW:
THE ROLE:
WHY US?
QUALIFICATIONS:
COMPENSATION & BENEFITS:
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
req26-00267
San Jose, CA
- Salary: $140,000 - $200,000 per year
- Hybrid - Meets once a week on Mondays
We are looking for a Senior Financial Advisor (7+ years of experience) to serve as a Lead Relationship Manager supporting new and existing client relationships.
COMPANY OVERVIEW:
- We are an independent Registered Investment Adviser based in San Jose, CA. Since our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees
- Our high-touch, high-impact work has led to consistent client referrals and 95%+ client retention
THE ROLE:
- We are looking for a Senior Financial Advisor to serve as a Lead Relationship Manager supporting new and existing client relationships. You do not need to bring a book of business. We provide the leads and the marketing infrastructure. Your job is to lead the planning process, manage high-touch client relationships, and mentor associate advisors as we scale
WHY US?
- Clients First: We are a 100% fee-only fiduciary firm. No product sales, corporate red tape, or sales managers
- In-Depth Planning: You'll work on complex, rewarding cases involving Silicon Valley tech comp, retirement distribution strategies, and in-depth business planning
- Modern Flexibility: Our high-performance, high-autonomy culture includes a hybrid work environment to maximize work time and minimize commuting time
- Impact & Mentorship: You will play a key role in shaping our firm's future and training our next generation of talent
- Startup Speed: We provide an exceptional client experience by experimenting with new ideas, integrating new technology, and committing to continuous improvement
QUALIFICATIONS:
- Credentials: Active CFP® designation required
- Experience: At least 7+ years in a client-facing wealth management role
- Knowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies
- Exceptional Communication: Clients trust you because you care and you listen. They leave meetings understanding their goals and finances better
- Location: Must be local to the San Jose/South Bay area (<40 miles) to support our hybrid model
COMPENSATION & BENEFITS:
- Competitive Base Salary: $140,000+, tailored to the San Jose market and experience
- Uncapped Incentive Bonus: A transparent performance structure tied to the clients and revenue you support
- Benefits: 401(k) with match, health benefits, unlimited PTO
- Charitable Giving & Community Impact: Donation matches to causes you support, Paid volunteer time, and firm-supported pro-bono advice
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
req26-00267
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor in San Jose, CA vacancy
- ...take it further. At MassMutual Northern California, experienced advisors can align with a firm that values independence while providing... ...Makes Someone a Great Fit: 5+ years of experience as a financial or wealth advisor. Active Life & Health license and FINRA licensing...SeniorLocal area
Golden Summit Wealth & Insurance Solutions a MassMutual Firm
San Jose, CA3 days ago $77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs... ...planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver...SeniorFull timeH1bPwC
San Jose, CA3 days ago- ...Senior Consultant - Accounting & Finance Advisory Type: Onsite Full Time Build a career that compounds. Work on what matters most. A high-growth, entrepreneurial leadership and financial advisory firm is expanding its Bay Area team and seeking experienced...SeniorFull timeImmediate start
New Day Executive Search
Santa Clara, CA9 hours ago - ...at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Temporary Senior Consultant - Financial Crime Audit & Testing As a Temporary Senior Consultant in our Regulatory Compliance Financial Crime practice, you will...SeniorTemporary workLocal areaWorldwide
Crowe
San Jose, CA9 hours ago - Nbutexas is looking for a Senior Consultant in Santa Clara to join its Accounting & Finance Advisory team. This role offers the opportunity to lead critical accounting projects for large organizations, engaging directly with senior stakeholders. The ideal candidate should...Senior
- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll foster trust-based relationships while guiding clients in their investment journeys and consolidating their assets. This position demands strong...Senior
- A leading financial institution is seeking a Wealth Management Advisor II in San Jose, CA. This role involves developing client relationships, managing wealth goals, and ensuring client satisfaction within Private Banking services. Candidates must have a bachelor's degree...Senior
- B Capital is looking for a Senior Solutions Consultant based in Santa Clara, CA. In this role, you will support product sales, conduct... ...5-7 years of pre-sales experience, a strong understanding of financial applications, and familiarity with AI concepts. This position offers...SeniorRemote job
$77k - $202k
...60% The Opportunity As an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be...SeniorFull timeH1bPwC
San Jose, CA2 days ago- Charles Schwab Corporation is seeking a Financial Consultant to provide clients with financial guidance and wealth management services. This role emphasizes forming lasting client relationships and expanding one’s own financial practice through active networking and referrals...SeniorFlexible hours
- ...our broader purpose. Think of us as financial partners, because at Columbia, we believe... ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial...SeniorImmediate start
Columbia Bank (WA, OR & ID)
San Jose, CA3 days ago - Charles Schwab in California is seeking a Financial Consultant to provide wealth management guidance. The role emphasizes relationship-building and trust with clients, along with cultivating a personal career path. You will advise clients on investment management and financial...SeniorFlexible hours
- Charles Schwab Corporation in Sunnyvale is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will grow your practice by consolidating client assets and networking while ensuring an outstanding investor...SeniorFlexible hours
- B Capital is seeking a Senior Associate in Santa Clara, CA, to join our Professional Services team. You’ll be pivotal in implementing cutting-edge AI-driven solutions for finance teams in Fortune 1000 companies. This role involves owning project execution, collaborating...SeniorRemote jobFlexible hours
- Charles Schwab Corporation in California is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build strong client relationships and grow your practice through asset consolidation and referrals. A...SeniorFlexible hours
- Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in Los Gatos, California. This pivotal role requires 5-8 years of experience and a strong background in financial planning. Responsibilities include building client relationships, providing tailored...Senior
$104.8k - $148.08k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform... ...and meet with clients in person, based on client needs.The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hoursEmpower
San Jose, CA4 hours ago$77k - $214k
...% A career in our State and Local Tax Financial Services practice, within State and Local... ...careers, now and in the future. As a Senior Associate, you'll work as part of a team... ...lead the way as technology-enabled tax advisors who provide significance through digitization...SeniorFull timeH1bLocal areaPwC
San Jose, CA1 day ago- ...Temporary Senior Consultant Financial Crime Audit & Testing At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care...SeniorTemporary workLocal area
$170.26k - $200.3k
...lending experience and 3 years of management experience. Key responsibilities include prospecting for new business and providing financial advice. The salary range is $170,255 to $200,300, with a comprehensive benefits package that includes healthcare and a retirement...Senior- Ernst & Young Oman is seeking a Senior in Technology Analysis to connect business needs with technical solutions. This position involves delivering business analysis and system configuration while engaging with clients. Candidates must have SAP expertise, particularly...Senior
- Technology Credit Union is seeking a Senior Relationship Banker in San Jose, CA, to assist members with a wide range of financial products and services. The role involves developing sales strategies and maintaining compliance with regulatory requirements while delivering...SeniorRemote job
- ...Job Description Primary Duties & Responsibilities Develop a deep understanding of the company's financial close, consolidation, reporting, budgeting, and forecasting processes. Support the collection, input, and validation of forecast, budget, and long-...SeniorWork at office
II-VI Aerospace & Defense
Santa Clara, CA3 days ago - Intuitive in Sunnyvale, CA seeks a financial analyst for the Corporate Planning and Reporting team. The role requires deep analysis of the global P&L to optimize expenses and influence financial strategy. Responsibilities include developing expense planning models, consolidating...Senior
$102.3k - $196.45k
...The Opportunity We're looking for a Senior Financial Analyst to join the Creator & Creative Professional (C&CP) finance team and help us move faster from data to decisions. This role is for a builder - someone who isn't just comfortable with automation and AI, but...SeniorTemporary workLocal areaWorldwideAdobe
San Jose, CA3 days ago- Akraya, Inc. is seeking a Senior Financial Analyst to support the Global Customer Services Finance team on a contract basis. The role focuses on financial reporting, modeling, and forecasting, driving accountability and optimizing resource allocation. Ideal candidates...SeniorContract work
$102.3k - $196.45k
...Senior Financial Analyst, Cloud COE Adobe is the leader in moving from traditional software delivery to cloud delivery. This role will be at the forefront of Adobe's cloud growth and how Adobe inspects cloud spend. This is an exciting opportunity to join the Finance...SeniorTemporary workLocal areaWorldwideAdobe
San Jose, CA6 days ago$110k - $140k
Power-Integrations is looking for a Senior Financial Analyst to enhance financial processes and provide strategic insights within our Financial Planning & Analysis team. The role demands 5-7 years of financial experience, a Bachelor's degree in finance or accounting, and...Senior$73k - $110k
A global technology transformation company in California is looking for a Senior Financial Analyst to join their finance team. The role focuses on financial planning & analysis and consolidations while leveraging strong project management skills. Candidates should have...Senior- Job Description Primary Function: The Corporate Planning and Reporting team is responsible for analyzing and reporting results and financial plans across various business units, regions, and functions of Intuitive. This role will focus on expense planning, analysis, &...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!
Related searches
- senior wealth advisor San Jose, CA
- finance associate San Jose, CA
- financial advisor San Jose, CA
- estate planning consultant San Jose, CA
- financial planning assistant San Jose, CA
- associate corporate finance San Jose, CA
- senior financial advisor San Jose, CA
- entry level financial advisor San Jose, CA
- financial planning administrator San Jose, CA
- financial planning associate San Jose, CA