Senior Associate Wealth Advisor

hireneXus; Redwood City (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

hireneXus has partnered with an established, independent, fee-only RIA on the San Francisco Peninsula to add a Senior Associate Wealth Advisor. The role focuses on serving existing clients within a planning-first framework and offers a clear short-term path to a Wealth Advisor.

Ideal candidates are CFP professionals holding a Series 65, with at least two years of client-facing financial services experience, and comfort using CRM, custodial platforms, and planning software.

Qualifications

• CFP designation and Series 65 required.
• Minimum two years of client-facing financial services experience.
• Proficiency with custodial platforms.
• Experience with financial planning software and cash flow analysis.
• Comfort with CRM and reporting systems.

Responsibilities

• Serve as a reliable resource for client questions.
• Apply financial analysis to client situations and translate into guidance.
• Document client interactions in the firm’s systems.
• Prepare and deliver annual reviews with the senior advisor.
• Coach clients through implementation of financial plans and provide hands-on support.
• Hold primary advisory responsibility for a portfolio of smaller clients.

Skills

Client-facing

Communication

Documentation

Presentation

Analytical thinking

Education

CFP designation

Series 65

Tools

CRM systems

Custodial platforms

Financial planning software

Cash flow analysis tools

Tax analysis tools

Job description

hireneXus has partnered with an established, independent, fee-only RIA in the San Francisco Peninsula to help them add a Senior Associate Wealth Advisor to their team. The firm has gone through tremendous growth over the last 24-36 months and is in need of a talented CFP professional that is looking to join a planning-first firm and service existing clients as part of a team. There is a clear short-term path for growth into a Wealth Advisor role and beyond for the right candidate. The firm is employee owned and continuing to experience strong organic growth.

Responsibilities

• Serve as a responsive, reliable resource for client questions and problem-solving.
• Apply financial analysis expertise to client situations, translating recommendations into clear, easy-to-understand guidance.
• Document client interactions consistently within the firm's systems.
• Help prepare and deliver annual review presentations alongside the senior advisor.
• Coach clients through implementation of financial plans and provide hands-on support.
• Hold primary advisory responsibility for a portfolio of smaller client relationships.

Requirements

• Series 65 and CFP designation - additional designations a plus
• Minimum of two years of client-facing financial services experience
• Proficiency with custodial platforms
• Experience with financial planning software, cash flow analysis, and tax analysis tools
• Comfort working within CRM and reporting systems

Compensation

The range for this role is $120,000-$160,000 base salary plus bonus and additional benefits.