Talent.com
Financial Advisor

Financial Advisor

Innovations PSISan Jose, CA, United States
23 days ago
Salary
$115,000.00–$225,000.00 yearly
Job type
  • Full-time
Job description

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management.

Responsibilities :

  • Manage client portfolios, overseeing assets ranging from $1-3M+.
  • Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more.
  • Collaborate with the Business Development team—no need to bring a book of business.
  • Engage in new strategies and global partnerships for clients with substantial assets.

Qualifications :

  • MUST HAVE CFP certification and 3-7 years of client-facing advisory experience.
  • Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas.
  • Proven track record of longevity in previous roles (no short-term movements).
  • Strong communication and relationship-building skills with high-net-worth clients.
  • Ability to lead client meetings, develop comprehensive financial plans, and collaborate with internal teams.

    • Salary : $115,000 - $225,000, DOE

    Please submit your resume for additional details and a full job description.