Demo
Salary Resume Critique Job Openings

Financial Advisor

Innovations PSI
Santa Rosa, CA Full Time
POSTED ON 3/15/2025
AVAILABLE BEFORE 4/7/2025

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management.

Responsibilities

  • Manage client portfolios, overseeing assets ranging from $1-3M .
  • Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more.
  • Collaborate with the Business Development team—no need to bring a book of business.
  • Engage in new strategies and global partnerships for clients with substantial assets.

Qualifications

  • MUST HAVE CFP certification and 3-7 years of client-facing advisory experience.
  • Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas.
  • Proven track record of longevity in previous roles (no short-term movements).
  • Strong communication and relationship-building skills with high-net-worth clients.
  • Ability to lead client meetings, develop comprehensive financial plans, and collaborate with internal teams.

    • Salary : $115,000 - $225,000, DOE

    Please submit your resume for additional details and a full job description.

    Salary : $115,000 - $225,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Financial Advisor?

    Sign up to receive alerts about other jobs on the Financial Advisor career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $75,004 - $94,003
    Income Estimation: 
    $95,426 - $117,847
    Income Estimation: 
    $95,426 - $117,847
    Income Estimation: 
    $115,392 - $147,123
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    Employees: Get a Salary Increase
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Innovations PSI

    Client Services Associate
    Innovations PSI
    Hired Organization Address San Mateo, CA Full Time
    Our client is seeking a full-time Client Service Associate . This role focuses on back-office administrative tasks with ...
    Client Services Associate
    Innovations PSI
    Hired Organization Address Alameda, CA Full Time
    Our client is seeking a full-time Client Service Associate . This role focuses on back-office administrative tasks with ...
    Executive Assistant
    Innovations PSI
    Hired Organization Address San Mateo, CA Full Time
    Our client is seeking an experienced Executive Assistant to manage day-to-day executive administrative functions. This r...
    Executive Assistant
    Innovations PSI
    Hired Organization Address Santa Rosa, CA Full Time
    Our client is seeking an experienced Executive Assistant to manage day-to-day executive administrative functions. This r...
    View More Jobs at Innovations PSI

    Not the job you're looking for? Here are some other Financial Advisor jobs in the Santa Rosa, CA area that may be a better fit.

    Financial Advisor

    Edward Jones, Healdsburg, CA

    Financial Advisor

    Edward Jones, Santa Rosa, CA

    View More Jobs

    AI Assistant is available now!

    Feel free to start your new journey!