Wealth Manager

We’re looking for an experienced Wealth Manager to join our team and play a key role in managing high-net-worth client relationships, delivering holistic financial planning, and contributing to the firm’s growth.

Key Responsibilities:

Serve as a trusted advisor, offering personalized financial planning and investment advice

Manage and grow a book of business through firm referrals and personal outreach

Develop and adjust comprehensive financial plans across retirement, tax, estate, and risk strategies

Support business development and build relationships within the firm’s network

Contribute to firm initiatives and maintain accurate, compliant client records

Qualifications:

Bachelor’s degree in Finance or related field

Minimum 5 years in financial planning or advisory roles

CFP® certification required

Strong technical knowledge, communication skills, and a client-first mindset

Team player with a drive for professional growth and excellence

Salary:

$150,000 - $200,000

Please submit your resume for a full job description. Local Bay Area candidates only.