Private Client Advisor | Series 65

Private Client Advisor position in Pleasant Hill, CA with a wealth management firm offering USD 150,000–165,000 base salary plus a performance bonus.

Responsibilities

• Act as a trusted financial advisor to high-net-worth individuals and families
• Provide comprehensive financial planning and portfolio guidance
• Strengthen client retention and growth through exceptional service
• Identify and cultivate new client opportunities
• Mentor junior advisors and support team development
• Collaborate with internal investment and planning teams

Requirements

• A minimum of 10 years' experience as a Financial Advisor
• Active Series 65 license is required
• Proven experience in a fee-based advisory model; RIA experience preferred
• Experience managing client portfolios of $500K+; high-net-worth focus preferred
• Strong business development and relationship management skills
• Interest in mentoring others and contributing to a team-driven culture
• Experience with 401(k) or retirement plans is a plus
• A stable career history

Benefits

• Competitive base salary with team bonus and growth incentives
• Access to an established client base and robust referral network
• Comprehensive operational and administrative support
• A collaborative culture with transparent leadership
• Opportunity to contribute to firm growth and assume leadership responsibilities

Schedule

• Full-time, in-office, client-facing role