Wealth Advisor

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

We are a small (9 person, $850M AUM), independent, fiduciary Registered Investment Adviser (RIA) focused on providing highly personalized wealth management and financial planning to high-net-worth individuals and families. Our clients value objective advice, thoughtful financial planning, disciplined investment management, and long-term relationships.

We are seeking an experienced Senior Financial Advisor to join our team and play an important role in serving and growing our client relationships.

The Opportunity

The ideal candidate is an experienced financial advisor who has spent at least 10 years working directly with high-net-worth clients and is comfortable serving as a trusted advisor across a broad range of financial planning and investment management needs.

This person should have strong financial planning expertise, investment knowledge using primarily mutual funds and ETFs, excellent communication skills, and the judgment to work independently while contributing to a collaborative team environment.

Client Advisory & Relationship Management

• Serve as a trusted advisor to high-net-worth individuals and families. Develop and maintain deep, long-term client relationships based on trust and fiduciary advice.
• Lead client meetings and proactively identify financial planning and investment needs.
• Communicate complex financial concepts clearly and thoughtfully.
• Coordinate with clients’ attorneys, accountants, insurance professionals, and other outside advisors when appropriate.
• Anticipate client needs and deliver a consistently high level of service.
• Develop and maintain comprehensive financial plans for high-net-worth clients.
• Advise clients on retirement planning, cash flow, tax planning, estate planning, charitable giving, risk management and other wealth-planning issues.
• Analyze complex financial situations and translate analysis into actionable recommendations.
• Collaborate with other members of the advisory team to develop integrated client strategies.

Investment Management

• Participate in the firm’s Investment Committee regarding portfolio construction, asset allocation, and investment implementation.
• Demonstrate a strong understanding of capital markets, portfolio theory, risk management and investment vehicles.
• Evaluate and utilize mutual funds and ETFs within diversified investment models.
• Monitor client portfolios and recommend changes as appropriate based on client objectives, risk tolerance, tax considerations, and market conditions.
• Clearly explain investment strategies and market developments to clients.

Business Development and Firm Growth

• Identify opportunities to grow the firm’s client base and expand existing client relationships.
• Build and maintain a strong professional network that generates qualified prospective clients.
• Represent the firm in professional organizations, industry events, and community activities.
• Participate in the development and execution of business development and marketing initiatives.

Team & Firm Contributio n

• Collaborate closely with other advisors and team members.
• Contribute to the ongoing development and refinement of the firm’s financial planning and investment processes.
• Commitment to acting as a fiduciary and putting clients’ interests first.

Qualifications

Required

• 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 the firm’s technology ecosystem, including 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.

Preferred

• Experience advising clients with complex compensation, concentrated equity positions, business interests, trusts, or other sophisticated planning needs.
• A proactive, entrepreneurial mindset and an interest in contributing to the growth of a small, independent RIA.

Competitive compensation commensurate with experience and qualifications, including a comprehensive benefits package (401(k) with vested match, PTO, company-paid health insurance.