Financial Wealth Advisor

A respected, client-focused wealth management firm is seeking an experienced Financial Wealth Advisor to manage and grow relationships with high-net-worth clients. This onsite role is based in Lafayette, California. This is a long-term opportunity for a proven relationship builder who thrives in a fiduciary, client-first environment and wants to contribute to the firm’s growth.

What You'll Do

• Serve as the primary advisor for established client relationships
• Lead financial planning conversations and investment strategy reviews
• Prepare and deliver comprehensive financial plans
• Identify opportunities to consolidate assets and grow assets under management (AUM)
• Maintain detailed documentation and adhere to compliance standards
• Contribute to business development and new client acquisition

What You'll Bring

• 10+ years of direct, client-facing advisory experience
• Series 65 required; CFP designation preferred
• Strong background in investments and high-net-worth planning
• Proven ability to build trust and convert prospective clients
• High integrity, professionalism, and accountability

Compensation & Benefits

• Base salary of $150,000–$165,000 (or more depending on experience)
• 401(k) with company match
• Medical, Vision, and Life Insurance
• HSA options
• PTO and Tuition Reimbursement

Location

• Onsite in Lafayette, CA 94549