California Licensed Senior Wealth Advisor
Job Summary
To support a growing practice, the full-time California Licensed Senior Wealth Advisor will serve as the lead advisor for mass affluent households, providing tailored financial advice and managing client relationships remotely while meeting clients in the Bay Area as needed.
Key responsibilities
- Lead a dedicated client team to build lasting relationships and deliver a first-class client experience
- Conduct comprehensive relationship management through proactive communication and financial planning services
- Explain investment strategies and provide holistic financial planning on various topics, including retirement and tax-advantaged savings
Required qualifications
- Bachelor's degree in business or related discipline or equivalent experience
- 4+ years of related work experience in financial services
- Advanced knowledge of wealth management strategies and financial planning
- Experience managing a book of clients in a wealth management setting
- FINRA Series 65 required
Complete Job Description
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