Senior Wealth Advisor for HNW Clients | Fiduciary

The Advisory Group of San Francisco, LLC; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Health insurance

Job summary

The Advisory Group of San Francisco, LLC, a fiduciary Registered Investment Advisor, seeks a Senior Financial Advisor to deepen client relationships and drive growth for high-net-worth individuals and families in the San Francisco area.

Ideal candidates bring 10+ years of financial planning and investment advisory experience, strong planning skills, and a collaborative mindset to work with a small, independent team. Competitive compensation and a full benefits package are offered.

Qualifications

• 10+ years of experience in financial planning, wealth management, or investment advisory services.
• Strong knowledge of comprehensive financial planning.
• Demonstrated investment management experience, including portfolio construction and asset allocation.
• Familiarity with Charles Schwab and Tamarac. Familiarity with Wealthbox, RightCapital, Holistiplan is preferred.
• Excellent written and verbal communication skills.
• Ability to work independently while functioning effectively as part of a small team.

Responsibilities

• Serve as a trusted advisor to high-net-worth individuals and families.
• Lead client meetings and identify financial planning and investment needs.
• Communicate complex financial concepts clearly and thoughtfully.
• Coordinate with clients’ attorneys, accountants, and other advisors.
• Develop and maintain comprehensive financial plans for high-net-worth clients.
• Advise on retirement planning, cash flow, tax planning, estate planning, charitable giving, and risk management.
• Analyze complex financial situations and translate analysis into actionable recommendations.
• Collaborate with advisory team to develop integrated client strategies.
• Participate in Investment Committee regarding portfolio construction and asset allocation.
• Monitor client portfolios and propose changes based on objectives and market conditions.
• Identify opportunities to grow the client base and expand relationships.
• Build a professional network for prospective clients.
• Represent the firm in professional organizations and events.
• Contribute to business development and marketing initiatives.

Skills

Financial planning

Wealth management

Investment advisory

Client relationship management

Communication skills

Independent work

Tools

Charles Schwab

Tamarac

Wealthbox

RightCapital

Holistiplan

Job description

The Advisory Group of San Francisco, LLC, a fiduciary Registered Investment Advisor, seeks a Senior Financial Advisor to deepen client relationships and drive growth for high-net-worth individuals and families in the San Francisco area.

Ideal candidates bring 10+ years of financial planning and investment advisory experience, strong planning skills, and a collaborative mindset to work with a small, independent team. Competitive compensation and a full benefits package are offered.