Growth-Focused Wealth Manager (Fee-Only)

Plancorp Wealth Management; Fresno (CA); On-site; USD 120,000 - 145,000; Full time

Benefits offered by this job

Annual bonus

Daily catered lunch

Job summary

Plancorp Wealth Management in Fresno, CA is seeking a Wealth Manager to join our growing team. You will serve high-net-worth clients by delivering comprehensive financial planning and investment advisory services, while maintaining a strong client-first culture.

In this fee-only environment, you’ll lead business development and provide white-glove service with the support of a collaborative team. The role rewards independence, initiative, and a disciplined investment philosophy.

Qualifications

• Bachelor's degree or higher in a related field.
• CPA and/or CFP designation.
• 5+ years serving as advisor/consultant for high-net-worth clients.
• Commitment to acting in clients’ best interests in a fee-only environment.
• Belief in academically based investment philosophy.
• Respect for confidentiality of client and firm information.
• Strong financial and analytical skills.
• Strong verbal and written communication skills.
• Experience providing comprehensive financial planning advice.
• Understanding of investing fundamentals and various securities types.
• Positive customer-focused attitude.
• Self-motivated to complete responsibilities without supervision.

Responsibilities

• Drive business development and serve clients with a lead advisory role focused on financial planning.
• Provide white-glove service to clients within a team-based environment.
• Act in clients' best interests in a fee-only, independent setting.

Skills

Financial analysis

Verbal and written communication

Self-motivated

Client-focused

Independence

Education

Bachelor's degree (B.A./B.S.)

CPA designation

CFP designation

Series 65 license

Job description

Plancorp Wealth Management in Fresno, CA is seeking a Wealth Manager to join our growing team. You will serve high-net-worth clients by delivering comprehensive financial planning and investment advisory services, while maintaining a strong client-first culture.

In this fee-only environment, you’ll lead business development and provide white-glove service with the support of a collaborative team. The role rewards independence, initiative, and a disciplined investment philosophy.