Private Wealth AdvisorCoda Search│Staffing • Santa Rosa, CA, US
Private Wealth Advisor
Coda Search│Staffing • Santa Rosa, 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 :
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