Financial Advisor

Radium Search; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

Radium Search in San Francisco is expanding its high-net-worth advisory team by appointing a dedicated Financial Advisor. You will manage a growing client base, delivering tailored financial planning across retirement, taxes, estate and risk management while leveraging in-house specialists.

The role emphasizes advisory leadership, client meetings, and collaboration with tax, investment, and client service teams.

Qualifications

• Experience advising high-net-worth clients to support complex financial goals.
• Willingness to obtain Series 65/66 and maintain a clean compliance record.
• Open to transferring a book of clients; networking skills preferred.

Responsibilities

• Lead advisor for a growing book of HNW households ($2M+).
• Provide comprehensive planning across retirement, tax, estate, insurance and investments.
• Collaborate with in-house tax, investment management, estate planning and client service teams.

Skills

HNW experience

Lead client meetings

Series 65/66

Job description

Financial Advisor - Clients & Leads Provided

$150,000 - $200,000 + Bonus

What if new high-net-worth clients were closed for you and handed over, so you could focus entirely on advice?

We're partnering with one of the largest independent RIAs in the US (around $40bn AUM) to hire a Financial Advisor for its established Bay Area team. The firm has been marketing-led for over 30 years and now has more qualified leads than advisors to take them on.

HOW IT WORKS

• The firm's marketing engine generates HNW prospects through paid leads, its own media channels and custodial referral programs
• An inside sales team qualifies each lead and books the meeting
• A business development advisor builds the plan, closes the client and brings the assets on board
• The client is introduced to you as their dedicated advisor to service and grow
• No new business targets

THE ROLE

• Lead advisor for a growing book of HNW households ($2M+)
• Comprehensive planning across retirement, tax, estate, insurance and investments
• Supported by in-house tax (CPAs and EAs), investment management, estate planning and client service teams

WHAT YOU'LL BRING

• Experience advising HNW clients and leading client meetings
• Early to mid-career and keen to build a substantial book
• Series 65/66 (or able to obtain) and a clean compliance record
• A transferable book is welcome but not required

COMPENSATION

• 10% of the revenue on your book, paid quarterly
• Annual bonus on net new assets
• Transition support for advisors bringing clients