Wealth Management Advisor

Jobtailor; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Jobtailor in San Francisco seeks an experienced financial advisor to partner with affluent clients, assess their goals, analyze their financial landscape and develop tailored, clearly communicated recommendations.

The role requires 5+ years of client relationship experience, active FINRA licenses (Series 7/63/65/66), Life/Health license, CFP or CFA preferred, and the ability to obtain remaining licenses within 120 days. This is a high‑net‑worth client environment with strong growth potential.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business
• 5+ years building long‑lasting relationships with affluent clients
• FINRA Registrations: Series 7, Series 63, Series 65, Series 66 Licenses and Certifications
• Life and Health Insurance License (Resident State) – multiple issuers required
• CFP – CFP Board of Standards preferred
• Chartered Financial Analyst – Level I – CFA Institute. If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred

Responsibilities

• Partner with affluent clients to identify their financial goals
• Analyze their financial landscape and develop recommendations that help them work toward well‑defined financial objectives
• Communicate complex financial solutions to clients
• Utilize interpersonal communication and relationship building skills
• Build meaningful and long‑lasting relationships
• Develop and implement financial solutions appropriate for their needs
• Obtain all mandatory licenses within 120 days from start date

Skills

Interpersonal communication

Relationship building

Complex financial solution comm.

Education

Series 7

Series 63

Series 65

Series 66

Life & Health Insurance License

CFP

CFA Level I

Job description

Responsibilities include:

• Partner with affluent clients to identify their financial goals
• Analyze their financial landscape and develop recommendations that help them work toward well‑defined financial objectives
• Communicate complex financial solutions to clients
• Utilize interpersonal communication and relationship building skills
• Build meaningful and long‑lasting relationships
• Develop and implement financial solutions appropriate for their needs
• Obtain all mandatory licenses within 120 days from start date

Requirements

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required
• 5+ years building long‑lasting relationships with affluent clients or equivalent experience; Required
• FINRA Registrations: Series 7, Series 63, Series 65, Series 66 Licenses and Certifications
• Life and Health Insurance License (Resident State) – multiple issuers required
• Certified Financial Planner (CFP) – CFP Board of Standards preferred
• Chartered Financial Analyst – Level I – CFA Institute. If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred

Core Competencies

Demonstrates expertise in building and maintaining relationships with affluent clients while providing tailored financial solutions. Holds necessary financial licenses and certifications to effectively analyze and communicate complex financial strategies.

Soft Skills

• Interpersonal Communication
• Relationship Building
• Complex Financial Solution Communication

Certifications & Qualifications

• Series 65 License
• Series 66 License
• Life And Health Insurance License
• Chartered Financial Analyst – Level I