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Financial Advisor

United States, Walnut Creek · Job Posted July 04, 2026
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Job Description

Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.

Job Responsibility

  • Manage and advise a book of high-net-worth clients
  • Develop personalized financial plans and investment strategies
  • Build long-term client relationships through proactive communication and portfolio reviews
  • Deliver ongoing financial planning and investment guidance
  • Identify opportunities to deepen existing relationships and support business development
  • Collaborate with advisors and internal teams to provide an exceptional client experience
  • Stay current on market trends and economic developments to support client recommendations

Requirements

  • 3-10+ years of wealth management or financial advisory experience
  • CFP or CFA required (or CFP near completion)
  • Series 65 license or ability to obtain within 90 days
  • Experience with financial planning software such as MoneyGuidePro, Wealthscape, or Advisor Center
  • Strong investment knowledge and financial planning expertise
  • Proven ability to build trusted client relationships and deliver exceptional service
  • Excellent communication and relationship management skills

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

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