Senior Wealth Advisor & Client Relationship Leader

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

Job summary

Greykasell Wealth Strategies, Inc. seeks an experienced Lead Advisor to own advisory relationships for a group of client households. You will guide comprehensive financial planning across investments, retirement, taxes, estate, insurance, and charitable planning, translating strategy into actionable steps.

You will lead meetings, present recommendations, monitor progress toward goals, and collaborate with a team to ensure timely delivery of services while driving growth and client retention.

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field.
• 5+ years of experience in wealth management, financial planning, or advisory services.
• 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.
• Cultivate and deepen client relationships to strengthen engagement, trust, and long-term retention.
• Identify opportunities to expand relationships through additional planning needs, multigenerational planning opportunities, referrals, and introductions to family members.
• Build and maintain relationships with Centers of Influence (COIs), including attorneys, accountants, and other professional partners.
• Participate in prospect meetings, networking opportunities, and community or professional events that support the firm's growth and visibility.

Skills

Wealth management experience

Financial planning

Relationship management

Communication skills

Problem solving

Leadership

Education

Bachelor’s degree in finance, business, economics, or related field

Tools

RightCapital

Holistiplan

Salesforce

Fidelity

Schwab

Black Diamond

Job description

Greykasell Wealth Strategies, Inc. seeks an experienced Lead Advisor to own advisory relationships for a group of client households. You will guide comprehensive financial planning across investments, retirement, taxes, estate, insurance, and charitable planning, translating strategy into actionable steps.

You will lead meetings, present recommendations, monitor progress toward goals, and collaborate with a team to ensure timely delivery of services while driving growth and client retention.