Wealth Management Advisor

2 weeks ago

Alameda, CA, United States Twin Peaks Wealth Advisors LLC Full time

Job Title: Lead Financial Advisor

Location: Primarily Remote (with in-person client meetings, events, and quarterly team offsites)

Employment Type: Full-Time

Compensation: $150,000 base salary + bonus (production/revenue-based)

About Twin Peaks Wealth Advisors

We're a fast-growing, entrepreneurial firm that values accountability, proactive thinking, and continuous learning. Our culture is shaped by our PEARLS framework-Proactive, Education, Accountability, Responsibility, Leadership, Support-which guides how we serve clients and collaborate as a team.

We move quickly, encourage new ideas and ongoing education, and balance innovation with strong systems and processes to keep the firm stable as we scale.

Role Overview

As a Lead Financial Advisor, you will own the client relationship and deliver comprehensive wealth management. You'll work alongside Relationship Manager advisors, collaborating closely while you lead the financial planning and portfolio strategy conversations. You'll succeed here if you combine technical depth with exceptional communication, presentation, and relationship-building skills.

Key Responsibilities

  • Serve as the primary financial planning lead for clients while partnering with multiple Relationship Managers and operations team members to serve your clients.
  • Lead client meetings; present portfolio strategies and financial plans with clarity and confidence.
  • Conduct annual and quarterly portfolio reviews; provide actionable insights and recommendations.
  • Design and implement asset allocation strategies using ETFs, mutual funds, SMAs, structured notes, and alternative investments.
  • Use financial planning tools (eMoney) and performance reporting platforms (Black Diamond).
  • Advise on insurance solutions (life, disability, long term care).
  • Drive business growth by expanding wallet share, and generating client referrals. Provide exceptional service and maintain strong relationships with clients.
  • Stay current on market and industry trends to enhance client outcomes.

Qualifications

  • 7+ years of experience in financial advisory or wealth management.
  • Strong knowledge of portfolio construction, investment strategies, and core financial planning principles.
  • Proficiency with eMoney and Black Diamond (or similar platforms).
  • Familiarity with insurance products and alternative investments (preferred).
  • Excellent communication and presentation skills; ability to simplify complex concepts for clients.
  • Demonstrated ability to build trust and long term client relationships.
  • CFP® (or equivalent) strongly preferred.

Work Arrangement

This role is primarily remote, but you will be expected to:

  • Meet prospects and clients in person.
  • Help host client events.
  • Attend quarterly team offsites, conferences, and similar gatherings.
  • Plan for 2+ days per week outside your home for client-facing and team activities.

What You'll Appreciate Here

  • A culture that blends high standards and accountability with collaboration and support-our PEARLS values are lived daily.
  • Emphasis on continuous learning and trying new things, backed by processes that keep us strong as we grow.
  • Opportunities to make a visible impact with clients and across the firm.

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