Lead Financial Advisor
1 week ago
Location: Remote-but local in CA (ideally Bay Area or Los Angeles)
Overview:
Our client is a fast-growing, SEC-registered RIA with over half a billion in assets under management, serving tech professionals, founders, and their families. The firm specializes in equity compensation, tax and estate planning, and advanced investment strategies. The team is collaborative, innovative, and deeply focused on delivering personalized financial guidance with a modern approach.
The Lead Advisor will manage and grow relationships with tech clients, providing thoughtful and proactive advice across all areas of financial planning. This is an opportunity to join a highly respected team that values partnership, growth, and long-term client impact.
Responsibilities:
- Serve as the primary advisor for a book of high-net-worth clients, primarily tech professionals and executives
- Lead comprehensive planning conversations covering equity compensation, investment management, tax, and estate strategies
- Partner closely with tax professionals to deliver integrated advice
- Prepare for and conduct client meetings, including all follow-up and implementation
- Collaborate with other advisors and internal staff in a team-based model
- Build and deepen long-term client relationships, expanding engagement and wallet share
- Develop new business through referrals and centers of influence
- Participate in client appreciation and education events
- Contribute to firmwide initiatives and process improvements
- 5+ years of client-facing financial planning experience (10+ preferred)
- Experience advising clients in the tech sector, particularly around equity compensation
- Strong communication and interpersonal skills
- Proficiency with eMoney, CRM systems, and investment reporting software such as Black Diamond
- Tech-savvy, highly organized, and responsive
- Entrepreneurial mindset with a collaborative, team-first approach
- CFP strongly preferred
- Base salary range: $150,000-$250,000 (commensurate with experience)
- Comprehensive benefits package
- Professional development opportunities and a clear growth path
- Remote-first role with regular team collaboration
- Must be based in California and available for occasional in-person meetings (Bay Area preferred)
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