HNW Financial Advisor — Leads Provided

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

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.