Senior Financial Advisor

Boutique Recruiting; Mountain View (CA); Presencial; USD 135 000 - 250 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health coverage

HSA contributions

Paid time off

Unlimited sick time

Resumo da oferta

Boutique Recruiting in Mountain View seeks a Senior Financial Advisor to guide successful individuals and families through sophisticated financial decisions with personalized planning and a values-driven approach.

You will manage high-net-worth clients, collaborate with associate advisors, and coach clients through the planning process while bringing strong technical expertise and a client-first mindset.

Qualificações

• Lead advisor with 5+ years of experience managing high-net-worth clients.
• RIA experience required for lead candidates.
• Advanced degree (J.D., CFA, CFP, or CPA) required.
• BA degree required for all candidates.

Responsabilidades

• Engage clients to understand financial goals and values.
• Develop and implement personalized financial plans.
• Collaborate with associate advisors to ensure comprehensive service.
• Utilize a methodology to communicate financial strategies.
• Provide coaching and support through the planning process.
• Manage portfolio of high-net-worth clients.

Conhecimentos

Client relationship management

Financial planning

Communication skills

Regulatory compliance

Formação académica

J.D., CFA, CFP, or CPA

BA degree

Descrição da oferta de emprego

Position Title: Senior Financial Advisor

Salary Range: $135,000 - $250,000 base / Year DOE

This is an opportunity to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help successful individuals and families navigate important financial decisions through a highly personalized planning process designed to align their wealth with their values, goals, and vision for the future. You'll serve as a trusted advisor, guiding clients through complex financial conversations while building long-term relationships that make a meaningful impact. The ideal candidate combines strong technical expertise with exceptional communication skills, embraces a collaborative and coaching-oriented environment, and is excited to be part of a mission-driven firm that invests heavily in both its clients and its people.

Responsibilities:

• Engage with clients to understand their financial goals and values
• Develop and implement personalized financial plans
• Collaborate with associate advisors to ensure comprehensive client service
• Utilize a specific methodology to communicate financial strategies
• Provide coaching and support to clients throughout the planning process
• Manage a portfolio of clients with a focus on high-net-worth individuals

Requirements:

• Advanced degree such as J.D., CFA, CFP, or CPA is required
• Minimum of 5 years of experience as a lead advisor with a proven track record managing clients with an average net worth of $2 million+
• RIA experience is required for lead candidates
• BA degree is required for all candidates
• Experience in a broker dealer environment is acceptable
• Flexibility in work hours is preferred

Benefits:

• Comprehensive health coverage for employees, with competitive rates for dependents
• Health Savings Account contributions from the employer
• Paid time off with three weeks for associates and four weeks for leads
• Unlimited sick time policy with potential standardization