Financial Advisor

4 weeks ago

Salt Lake City, United States S Piper Staffing LLC Full time

Title: Financial Advisor (CFP Required)


Type: Full-time / Perm / Fully On-site


Salary: 125K - $250K/annually, depending on location and experience.


Locations:


  • San Francisco Bay Area, CA
  • San Francisco, CA
  • Los Gatos, CA
  • San Mateo, CA
  • Reno, NV
  • Seattle, WA
  • Bellevue, WA
  • Anchorage, AK


Summary:


Our client is seeking an experienced, driven, senior-level Financial Advisor to join their rapidly growing wealth management and tax (RIA) firm in several key locations across the U.S. The firm is the fastest-growing RIA on the West Coast and beyond, including Washington, California, Texas, Nevada, Oregon, and Alaska, and they are currently directing the financial lives of hundreds of individuals, families, businesses, non-profits, corporations, and partnerships. This is an exciting time to join their talented, experienced, innovative team and contribute to the growth and success of a firm that was built on a strong foundation with a strong vision, sound principles, with nothing but the best intentions... by some of the most incredible financial and wealth management industry leaders you will meet in this lifetime.


Key Responsibilities:


  • Service some of the firm's existing clients and onboard new clients.
  • Demonstrate proficiency in sales and new business development skills by driving and closing new business and contributing to the growth of the firm.
  • Integrate the advice of CFAs, CPAs, and JDs into client relationships.
  • Work with HNW individual clients with assets exceeding $3M, families, and businesses to meet long-term investment and financial goals including retirement and estate planning, trusts, retirement, and insurance planning with a strong emphasis on tax reduction.
  • Develop comprehensive plans for clients and assist them in all phases of implementation.


Required Qualifications & Experience:


  • Bachelor's degree is required.
  • Master's degree is preferred.
  • CFP (Certified Financial Planner) designation is required.
  • 7+ years of professional work experience in wealth management, financial services, and estate planning from a reputable financial services or wealth management firm.
  • 4+ years of recent, notable experience working with high net-worth individuals with assets exceeding $3M.
  • Proven record of accomplishment in business development and sales, including significantly contributing to the growth of a firm.
  • Expertise in a wide range of financial areas, including trusts, estates, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
  • Unwavering commitment to integrity in both personal and professional endeavors.
  • Strong business development and consulting background and experience is required.
  • Ability to excel in a dynamic, high-growth business environment.
  • Outstanding written and verbal communication skills.
  • Exceptional organizational, leadership, and presentation skills.
  • Capacity to manage substantial workloads and multiple projects, often with time-sensitive requirements.
  • Ability to collaborate effectively with tight-knit team of professionals engaged in various financial and tax-related activities.


About S Piper Staffing, LLC:


S Piper Staffing stands out as a leading nationwide woman-owned minority recruiting firm, dedicated to supporting top-tier talent in collaboration with the world's premier brands. Providing both permanent and temporary HR solutions across the country, we establish partnerships with startups, large public companies, and everything in between. Our distinctive ability to operate across diverse job functions and at all organizational levels has empowered us to build meaningful, enduring relationships with both clients and candidates, assisting them in securing the best talent across their organizations.


As an equal-opportunity employer, S Piper Staffing evaluates qualified applicants without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Our commitment is to cultivate an inclusive environment—one that values diverse backgrounds, experiences, and perspectives, allowing everyone to contribute, advance their careers, and thrive. We actively encourage individuals of all backgrounds to apply.

  • Financial Advisor

    3 weeks ago

    Rice Lake, United States LPL Financial Full time

    Financial Advisor – Johnson Financial GroupYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Johnson Financial Group in Rice Lake, WI would allow you to join the Investment Program at Johnson Financial Group as a Financial Advisor...

  • Financial Advisor

    1 month ago

    Rice Lake, United States LPL Financial Full time

    Financial Advisor – Johnson Financial GroupYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Johnson Financial Group in Rice Lake, WI would allow you to join the Investment Program at Johnson Financial Group as a Financial Advisor...

  • Financial Advisor

    1 month ago

    Lake Charles, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Advisor

    3 weeks ago

    Avon Lake, Ohio, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Northwest Bank in Avon Lake, OH would allow you to join the Investment Program at Northwest Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    1 month ago

    Avon Lake, Ohio, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Northwest Bank in Avon Lake, OH would allow you to join the Investment Program at Northwest Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    3 weeks ago

    Oklahoma City, Oklahoma, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Simmons Bank in Oklahoma City, OK would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    1 month ago

    Oklahoma City, Oklahoma, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Simmons Bank in Oklahoma City, OK would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    3 weeks ago

    Panama City, Florida, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Community Bank of MS in Panama City, FL would allow you to join the Investment Program at Community Bank of MS as a Financial Advisor associated with LPL Financial. Under this model...

  • Senior Financial Advisor

    2 days ago

    Salt Lake City, United States Farther LLC Full time

    Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...

  • Associate Wealth Advisor

    4 weeks ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year initial onsite training period) Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades...

  • Financial Advisor

    4 weeks ago

    Rapid City, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Financial Advisor

    3 weeks ago

    Rapid City, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Financial Planner

    4 weeks ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner

    4 weeks ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner

    3 weeks ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner

    3 weeks ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Advisor

    1 month ago

    Rapid City, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What our Advisors do: Directly engage...

  • COUNTRY Trust Bank Financial Advisor

    1 month ago

    Gibson City, United States Country Financial Full time

    Description Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We’re looking for an experienced insurance and financial services...

  • COUNTRY Trust Bank Financial Advisor

    3 weeks ago

    Gibson City, United States Country Financial Full time

    Description Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We’re looking for an experienced insurance and financial services...

  • Voya Financial Ellicot City Financial Advisor

    2 months ago

    Ellicott City, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Ellicot City Financial Advisor — 403(b)/457(b) Retirement ProfessionalVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Ellicot City area to work plan sponsor...