About this role
Financial Advisor – San Mateo CA (Hybrid)
A growing, client-centric wealth management firm in San Mateo is expanding its advisory team and seeking an experienced Financial Advisor to join the practice. This is an excellent opportunity for a relationship-driven professional who enjoys delivering comprehensive financial planning to high-net-worth clients.
Key Responsibilities
- Serve as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidance
- Lead client meetings and portfolio reviews, providing thoughtful and strategic recommendations
- Advise on retirement planning, investment strategy, insurance, and major life events (e.g., home purchases, rollovers)
- Identify opportunities to deepen client relationships and introduce additional planning solutions
- Partner with senior advisors on complex client needs while maintaining a high-touch service model
- Support onboarding and integration of new clients into the firm
- Maintain accurate client records and financial plans within CRM and planning systems
- Stay current on market trends and evolving financial planning strategies
Requirements
- 7+ years of experience in wealth management, with at least 5 years in a client-facing advisory role
- Proven ability to independently lead client meetings and manage relationships
- CFP designation preferred (ideally held for 2+ years)
- CFA is a plus, though the role is more planning-focused than investment management
- Strong expertise in holistic financial planning and wealth management strategies
- Experience working with high-net-worth clients
- Excellent communication and relationship management skills
- Ability to assess client needs and deliver tailored financial solutions
- Familiarity with CRM and financial planning tools