Wealth Management Advisor

Hirewell; Sacramento (CA); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) matching

Unlimited PTO and paid holidays

Job summary

OneDigital in Sacramento, CA seeks an experienced Wealth Advisor to build and grow a client book from the ground up, backed by a robust corporate platform and prospecting support.

You will prospect affluent individuals and business owners, deliver holistic financial plans and retirement solutions, cultivate COIs, and represent OneDigital at seminars and workshops, with a hybrid in-office schedule and day-one benefits.

Qualifications

• Must have client-facing advisory experience in wealth management.
• Proven ability to convert leads into long-term clients.
• Strong communication and presentation skills.

Responsibilities

• Drive new client acquisition by prospecting and networking with affluent individuals and business owners.
• Collaborate with internal partners to identify planning opportunities.
• Deliver holistic financial planning and retirement solutions.
• Develop centers of influence with CPAs and estate planning professionals.
• Represent OneDigital through client seminars and educational workshops.

Skills

Advisory experience

Proven track record

Entrepreneurial drive

Executive presence

Hybrid work mindset

Education

Series 7 license

Series 66 license

California Life & Health licenses

Job description

Are you an experienced Wealth Advisor or Financial Planner with a hunter mentality and a proven ability to close high-value client relationships?

Our client is seeking a driven, entrepreneurial Wealth Advisor to join our growing wealth management team in Sacramento, California. In this role, you will build and grow a book of business from the ground up, backed by the powerhouse infrastructure of an industry-leading corporate platform.

Why Join?

• Prospecting Support: Tap into warm executive and business-owner leads generated through internal cross-departmental partnerships.
• Internal Support: Dedicated Client Service Associates, Paraplanners, and operations teams handle account onboarding, maintenance, and day-to-day admin so you can stay client-facing.
• Compensation & Stability: A competitive guaranteed base salary to provide financial stability while your recurring commissions, and renewals ramp up.
• Cutting-Edge Tech Stack: Access to modern financial planning tools, portfolio software, and AI-driven resources designed to help you analyze plans and close business faster.
• Top-Notch Culture: A collaborative, high-energy environment focused on professional growth, autonomy, and shared success.
• Comprehensive Day-1 Benefits: Full medical, dental, and vision coverage starting on Day 1, 401(k) retirement plan with company matching, and unlimited PTO plus paid holidays.

What You’ll Do

• Drive New Client Acquisition: Proactively prospect, network, and convert affluent individuals, business owners, and retirees into long-term wealth management clients.
• Leverage Internal Partnerships: Collaborate with internal corporate benefits and retirement consultants to identify executive planning and rollover opportunities.
• Deliver Holistic Financial Planning: Construct comprehensive financial plans, investment strategies, and retirement solutions tailored to each client's unique goals.
• Cultivate Centers of Influence (COIs): Build referral pipelines with CPAs, estate planning attorneys, and tax professionals.
• Represent OneDigital: Conduct client seminars, webinars, and educational workshops across the Greater Sacramento market.

What We’re Looking For

• Advisory Experience: Client-facing advisory experience within a wealth management firm, independent RIA, broker-dealer, banking channel, or independent broker-dealer / insurance platform.
• Proven Track Record: Demonstrated ability to build trust, communicate complex planning concepts clearly, and convert prospective leads into clients.
• Active Licensing: Active Series 7 and Series 66 (or Series 65), plus California Life & Health licenses.
• Entrepreneurial Drive: Self-motivated mindset with the discipline and energy to hunt, build pipelines, and drive business development.
• Executive Presence: Polished communication skills, high emotional intelligence, and strong presentation ability.
• Work Style: Ability to work a hybrid schedule with an in-office presence at our Sacramento location.