Senior Financial Advisor
$135k - $250kBoutique Recruiting
Senior Financial Advisor
Mountain View, California • Onsite
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
Salary: $135,000 - $250,000 / Annually
Job Description
Position Title: Senior Financial Advisor
Salary Range: $135,000 – $250,000 base / Year DOE
This is an opportunity to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help successful individuals and families navigate important financial decisions through a highly personalized planning process designed to align their wealth with their values, goals, and vision for the future. You'll serve as a trusted advisor, guiding clients through complex financial conversations while building long-term relationships that make a meaningful impact. The ideal candidate combines strong technical expertise with exceptional communication skills, embraces a collaborative and coaching-oriented environment, and is excited to be part of a mission-driven firm that invests heavily in both its clients and its people.
Responsibilities:
- Engage with clients to understand their financial goals and values
- Develop and implement personalized financial plans
- Collaborate with associate advisors to ensure comprehensive client service
- Utilize a specific methodology to communicate financial strategies
- Provide coaching and support to clients throughout the planning process
- Manage a portfolio of clients with a focus on high-net-worth individuals
Requirements:
- Advanced degree such as J.D., CFA, CFP, or CPA is required
- Minimum of 5 years of experience as a lead advisor with a proven track record managing clients with an average net worth of $2 million+
- RIA experience is required for lead candidates
- BA degree is required for all candidates
- Experience in a broker dealer environment is acceptable
- Flexibility in work hours is preferred
Benefits:
- Comprehensive health coverage for employees, with competitive rates for dependents
- Health Savings Account contributions from the employer
- Paid time off with three weeks for associates and four weeks for leads
- Unlimited sick time policy with potential standardization
If you are a Senior Financial Advisor looking to take the next step in your career, apply now!
Vacancy posted 1 day ago
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