Senior Wealth Advisor & Client-Relationship Leader

Greykasell Wealth Strategies; Danville (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

Greykasell Wealth Strategies in Danville, CA, seeks a Lead Advisor to own relationships for a group of client households, guiding comprehensive financial planning and investment decisions aligned with long-term goals.

You will lead client reviews, develop recommendations across investment, retirement, tax, estate, and insurance planning, and collaborate with a team to grow the business through referrals and trusted partnerships.

Qualifications

• 5+ years of experience in wealth management, financial planning, or advisory services.
• CFP® certification or actively pursuing CFP® certification.
• Bachelor’s degree in finance, business, economics, or a related field.
• Experience leading client meetings and presenting financial planning recommendations.
• Strong understanding of financial planning concepts, investment management principles, and wealth transfer strategies.
• Excellent communication, relationship management, and problem-solving skills.

Responsibilities

• Serve as the primary advisor and relationship owner for an assigned group of client households, developing a deep understanding of each client's goals, values, financial circumstances, and long-term objectives.
• Lead client review meetings, planning discussions, and strategic conversations while providing guidance across investment, retirement, tax, estate, insurance, charitable, and other planning areas.
• Develop, present, and oversee the implementation of comprehensive financial planning and investment recommendations, proactively identifying opportunities, addressing risks, and helping clients translate complex financial strategies into actionable next steps.
• Analyze client financial information and utilize planning tools to develop customized recommendations, evaluate planning opportunities, and monitor progress toward client goals.
• Maintain ongoing communication with clients and professional advisors, serving as a trusted resource during financial decisions, planning initiatives, and life transitions.
• Partners with the lead advisor and other team members to ensure planning recommendations, service requests, and client commitments are executed efficiently and completed in a timely manner.

Skills

Excellent communication

Relationship management

Problem solving

Education

Bachelor's degree in finance, business, economics

CFP® certification

Series 65 or Series 66

Tools

RightCapital

Holistiplan

Salesforce

Fidelity

Schwab

Black Diamond

Job description

Greykasell Wealth Strategies in Danville, CA, seeks a Lead Advisor to own relationships for a group of client households, guiding comprehensive financial planning and investment decisions aligned with long-term goals.

You will lead client reviews, develop recommendations across investment, retirement, tax, estate, and insurance planning, and collaborate with a team to grow the business through referrals and trusted partnerships.