Wealth Advisor

hireneXus; Redwood City (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

hireneXus partnered with an established, independent, fee-only RIA in the San Francisco Peninsula to add a Senior Associate Wealth Advisor. The role supports a planning-first approach, servicing existing clients as part of a collaborative team.

There is a clear short-term path for growth into a Wealth Advisor role and beyond for the right candidate. The firm is employee-owned, experiencing strong organic growth and seeking a CFP professional to join the team.

Qualifications

• CFP designation and Series 65 required.
• Minimum of two years of client-facing financial services experience.
• Proficiency with custodial platforms.
• Experience with financial planning software, cash flow analysis, and tax analysis tools.
• Comfort working within CRM and reporting systems.

Responsibilities

• Serve as a responsive, reliable resource for client questions and problem-solving.
• Apply financial analysis expertise to client situations, translating recommendations into clear, easy-to-understand guidance.
• Document client interactions consistently within the firm's systems.
• Help prepare and deliver annual review presentations alongside the senior advisor.
• Coach clients through implementation of financial plans and provide hands-on support.
• Hold primary advisory responsibility for a portfolio of smaller client relationships.

Skills

Client-facing experience

Analytical thinking

Communication

Problem solving

Education

CFP designation

Series 65

Tools

Custodial platforms

Financial planning software

CRM systems

Job description

hireneXus has partnered with an established, independent, fee-only RIA in the San Francisco Peninsula to help them add a Senior Associate Wealth Advisor to their team. The firm has gone through tremendous growth over the last 24-36 months and is in need of a talented CFP professional that is looking to join a planning-first firm and service existing clients as part of a team. There is a clear short-term path for growth into a Wealth Advisor role and beyond for the right candidate. The firm is employee owned and continuing to experience strong organic growth.

Responsibilities

• Serve as a responsive, reliable resource for client questions and problem-solving.
• Apply financial analysis expertise to client situations, translating recommendations into clear, easy-to-understand guidance.
• Document client interactions consistently within the firm's systems.
• Help prepare and deliver annual review presentations alongside the senior advisor.
• Coach clients through implementation of financial plans and provide hands-on support.
• Hold primary advisory responsibility for a portfolio of smaller client relationships.

Requirements

• Series 65 and CFP designation - additional designations a plus
• Minimum of two years of client-facing financial services experience
• Proficiency with custodial platforms
• Experience with financial planning software, cash flow analysis, and tax analysis tools
• Comfort working within CRM and reporting systems

Compensation

The range for this role is $120,000-$160,000 base salary plus bonus and additional benefits.