Financial Advisor

2 weeks ago

San Francisco, 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.

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