Senior Wealth Manager — Lead Advisor & Growth Leader

Gabriel Group; Fresno (CA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Annual bonuses

Daily catered lunch

Free gym access

Job summary

Plancorp is seeking a Senior Wealth Manager to join our growing team in Fresno, CA. You will lead as a senior advisor, guiding clients through complex financial planning while driving new business and delivering white-glove service in a fee-only setting.

The role emphasizes an entrepreneurial spirit, independence, and a team-based environment with long-term ownership potential. The Senior Wealth Manager collaborates across tax, estate, investments, and risk management to deliver comprehensive

Qualifications

• B.A. or B.S. degree from accredited four-year university; social sciences or business major preferred.
• 10+ years serving as lead advisor/consultant for high-net-worth clients.

Responsibilities

• Lead advisory role with a financial planning focus for high-net-worth clients.
• Drive business development and service delivery while working in a team-based environment.
• Path to ownership within the firm through long-term performance.

Skills

Lead advisor

Business development

Wealth management

Estate planning

Tax planning

Client relationship management

Education

B.A./B.S. degree

Job description

Plancorp is seeking a Senior Wealth Manager to join our growing team in Fresno, CA. You will lead as a senior advisor, guiding clients through complex financial planning while driving new business and delivering white-glove service in a fee-only setting.

The role emphasizes an entrepreneurial spirit, independence, and a team-based environment with long-term ownership potential. The Senior Wealth Manager collaborates across tax, estate, investments, and risk management to deliver comprehensive