Posted 06/04/2026
Job Number: 16468

Senior Financial Advisor

Mountain View, California Onsite

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

Salary:  $135,000 - $250,000 / Annually

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Job Description

Position Title: Senior Financial Advisor

Salary Range: $135,000 – $250,000 / Year DOE

This is an opportunity to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you’ll help successful individuals and families navigate important financial decisions through a highly personalized planning process designed to align their wealth with their values, goals, and vision for the future. You’ll serve as a trusted advisor, guiding clients through complex financial conversations while building long-term relationships that make a meaningful impact. The ideal candidate combines strong technical expertise with exceptional communication skills, embraces a collaborative and coaching-oriented environment, and is excited to be part of a mission-driven firm that invests heavily in both its clients and its people.

Responsibilities:

  • Engage with clients to understand their financial goals and values
  • Develop and implement personalized financial plans
  • Collaborate with associate advisors to ensure comprehensive client service
  • Utilize a specific methodology to communicate financial strategies
  • Provide coaching and support to clients throughout the planning process
  • Manage a portfolio of clients with a focus on high-net-worth individuals

Requirements:

  • Advanced degree such as J.D., CFA, CFP, or CPA is required
  • Minimum of 5 years of experience as a lead advisor with a proven track record managing clients with an average net worth of $2 million+
  • RIA experience is required for lead candidates
  • BA degree is required for all candidates
  • Experience in a broker dealer environment is acceptable
  • Flexibility in work hours is preferred

Benefits:

  • Comprehensive health coverage for employees, with competitive rates for dependents
  • Health Savings Account contributions from the employer
  • Paid time off with three weeks for associates and four weeks for leads
  • Unlimited sick time policy with potential standardization

If you are a Senior Financial Advisor looking to take the next step in your career, apply now! #LI-SB1

Job ID: a0CUm00004Elhj2MAB

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