Senior Wealth Advisor: Custom Planning & Portfolio

CyberCoders

Mountain View (CA)

On-site

USD 120,000 - 240,000

Full time

10 days ago

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Job summary

CyberCoders seeks a client-focused Wealth Advisor to deliver comprehensive financial planning and investment management for high-net-worth clients. Build long-term relationships, develop customized strategies, and act as a fiduciary advisor balancing portfolio construction with retirement, tax, estate, and legacy planning.

Key responsibilities include relationship management, holistic planning, investment design and monitoring, and regulatory compliance.

Qualifications

Bachelor's degree in Finance, Economics, Business, or related field.
CFP designation strongly preferred.
Series 65 license required (or willingness to obtain).
3+ years in wealth management or related role serving high-net-worth clients.
Strong knowledge of investment strategies, asset allocation, risk management, and financial planning concepts.
Excellent communication and interpersonal skills with fiduciary mindset.
Proficient with financial planning and portfolio software and MS Office.

Responsibilities

Establish and nurture client relationships through regular meetings and proactive communication.
Develop holistic financial plans including cash flow, retirement, tax, and estate coordination.
Design and monitor investment strategies aligned with risk tolerance and goals.
Provide portfolio reviews, performance reporting, and recommendations based on market conditions.
Ensure compliance with regulatory and firm policies and maintain accurate client records.
Prepare client materials, proposals, and updates; address client questions clearly.
Participate in business development through referrals and community engagement to grow assets under management.