Senior Associate Wealth Advisor: Planning-First, Growth Path

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 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.