Wealth Advisor - Wealth Management, CFP, Series 65

CyberCoders; Mountain View (CA); On-site; USD 120,000 - 240,000; Full time

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.

Skills

Client relationships

Financial planning concepts

Communication

Fiduciary standards

Team collaboration

Education

Bachelor's in Finance/Economics/Business

Tools

eMoney

MoneyGuidePro

Morningstar

Orion

Job description

Wealth Advisor

Position Overview

We are seeking a client-focused Wealth Advisor to provide comprehensive financial planning and investment management for high-net-worth and growing-wealth clients. The Wealth Advisor will build and maintain long-term relationships, develop customized strategies to meet clients financial goals, and act as a trusted fiduciary advisor. This role balances portfolio construction and risk management with broader planning for retirement, tax, estate, and legacy objectives.

Key Responsibilities

• Establish and nurture trusted relationships with clients through regular meetings and proactive communication.
• Develop holistic financial plans tailored to clients goals, including cash flow analysis, retirement planning, tax considerations, and estate planning coordination.
• Design, implement, and monitor investment strategies and diversified portfolios in line with each clients risk tolerance and objectives.
• Provide ongoing portfolio review and rebalancing, performance reporting, and recommendations for adjustments based on market conditions and life changes.
• Ensure compliance with regulatory and firm policies, maintain accurate client records, and adhere to fiduciary standards.
• Prepare client-facing materials, proposals, and periodic updates; deliver clear, timely answers to client questions.
• Participate in business development efforts, including prospecting, referrals, and community engagement to grow client relationships and assets under management.

Qualifications

• Bachelors degree in Finance, Economics, Business, or a related field preferred.
• Certified Financial Planner (CFP) designation strongly preferred.
• Series 65 license required (or willingness to obtain promptly if not currently held).
• 3+ years of experience in wealth management, financial planning, private client advisory, or a related role supporting high-net-worth clients.
• Demonstrated knowledge of investment strategies, asset allocation, risk management, and financial planning concepts.
• Strong communication and interpersonal skills with the ability to explain complex financial topics clearly to clients.
• High ethical standards and commitment to a fiduciary approach to advising clients.
• Proficiency with financial planning and portfolio management software (eMoney, MoneyGuidePro, Morningstar, Orion) and Microsoft Office.
• Ability to manage multiple client relationships, prioritize tasks, and work collaboratively within a team-oriented environment.