Private Wealth AdvisorCoda Search│Staffing • San Mateo, CA, US
Private Wealth Advisor
Coda Search│Staffing • San Mateo, CA, US
[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Bachelor’s degree in Finance, Economics, or a related field. Advanced degree (MBA, CFP) preferred. At least 6 years of experience in wealth management or financial advisory roles, with a demonstrated track record of outperformance. Strong leadership and team management skills, with experience guiding, mentoring, and managing junior associates. Deep knowledge of investment strategies, financial planning, and full-service platforms. Superb communication and interpersonal skills with a proven ability to network, build, and sustain long-term client relationships. Proven track record of developing & executing strategies and achieving strategic growth objectives. Proficiency in financial planning software and tools.
Job Description
SVP Wealth Advisor
About the Company :
We're representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors. Well-backed and recognized as such, the platform is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. This is a growth hire, and the firm has added billions of AUM in just two years. Their success is largely thanks to a combination of a client-centric approach and the use of advanced technology aimed at delivering complex financial strategies in a frictionless fashion.
About the Role :
As an Advisor, you’ll play a key role in guiding clients through complex financial decisions while shaping the future of advisory services. Your focus will be on building relationships, offering strategic advice, and driving business growth—without getting bogged down by administrative work. With a background in serving HNW and UHNW individuals, you likely hold designations such as CFP, CPA, or Series 65. This role offers the opportunity to collaborate with a forward-thinking team, leveraging innovative technology to enhance the client experience and redefine financial planning.
Responsibilities :
- Strategic Growth : Develop and implement strategies to drive growth in the firm’s wealth management services and expand the client base.
- Collaboration : Demonstrated track record of working with cross-functional teams to implement innovative marketing strategies and technologists to enhance product development efforts.
- Market Analysis : Stay informed about market trends and investment opportunities to provide clients with relevant advice and underappreciated strategies.
- Compliance : Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service.
- Sales & Business Development : The successful candidate will have a regimented approach to onboarding new clients and expanding, retaining, and nurturing existing relationships.
Qualifications :
[job_alerts.create_a_job]
Wealth Advisor • San Mateo, CA, US
[internal_linking.similar_jobs]
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
We have a flexible work environment, and fluid career...[show_more]
As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning solution...[show_more]
A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice.
The role requires 5-8 years of financial advisory expe...[show_more]
Saturna Capital is seeking a motivated Wealth Advisor to help establish and grow our presence in the Bay Area of California.
This role focuses on serving high-net-worth individuals and families (inv...[show_more]
As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning solution...[show_more]
Our client, a global multi-family office RIA, is currently looking for an individual to join up with their Financial Advisory team, responsible for the portfolio construction and analysis of their ...[show_more]
We're representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors.
Well-backed and recognized as such, the platform is built on proprietar...[show_more]
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis.
As senior members of the service team, thro...[show_more]
Analog Capital Partners centralizes investments, planning, and professional services for individuals and their families.We provide diversified portfolio management and asset allocation guidance.We ...[show_more]
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
We have a flexible work environment, and fluid career...[show_more]
We're representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors.
Well-backed and recognized as such, the platform is built on proprietar...[show_more]
Primarily Remote (with in-person client meetings, events, and quarterly team offsites).About Twin Peaks Wealth Advisors.We’re a fast-growing, entrepreneurial firm that values accountability, ...[show_more]
A financial services firm in San Francisco is seeking a Senior Private Wealth Advisor to act as the primary contact for high-net-worth clients, providing tailored financial advice and comprehensive...[show_more]
Private Client Relationship Manager.Independent investment management and strategic advisory firm is seeking a Private Client Relationship Manager.
The firm is committed to delivering a combination ...[show_more]
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca...[show_more]
Now Hiring : Wealth Advisor – High Net-Worth Clients.F4CD; San Francisco | 💼 Base Salary + Commission.F4C8; Ongoing Expansion | Global Wealth Management Advisor.Talent Focus is proud t...[show_more]
Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...[show_more]
As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning solution...[show_more]
Private Wealth Advisor (Private Client - Personal Strategy) - San Francisco / Bay Area region
Empower • San Mateo, California, us
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Senior Wealth Advisor
San Francisco Staffing • San Francisco, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Elite Wealth Advisor for UHNW & Private Clients
CITI • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Wealth Advisor
Saturna Capital • San Francisco, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Wealth Advisor
Support.com • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Associate, Private Wealth Financial Advisory
Russell Tobin • San Mateo, California, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Private Wealth Advisor
Coda Search¦Staffing • Alameda, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Wealth Management Associate
Morgan Stanley • Menlo Park, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners • Alameda, California, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Private Wealth Advisor (Private Client - Personal Strategy) - San Francisco / Bay Area region
Empower Retirement • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Private Wealth Advisor
Coda SearchStaffing • San Francisco Bay Area, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Wealth Management Advisor
Twin Peaks Wealth Advisors • Alameda, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Sr Private Wealth Advisor & Practice Lead - Strategy
Hispanic Alliance for Career Enhancement • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Private Client Relationship Advisor
Evolve Talent Partners • San Francisco, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Wealth Advisor
Corient • San Francisco, CA, US
[job_card.permanent]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
High Net-worth Wealth Advisor (San Francisco)
Talent Focus Executive Search and Consulting • San Francisco, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Wealth Advisor Partner
Wisepath Group • San Francisco, CA, US
[job_card.permanent]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Senior Wealth Advisor
Comerica Bank • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]