Financial Advisor
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
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