<p><strong>Senior Wealth Advisor– Independent RIA</strong></p><p><strong>Location:</strong> Mill Valley, CA | Hybrid (2–3 days in office)</p><p><strong>Compensation:</strong> $175,000 – $200,000 DOE + Bonus + Profit Share</p><p><br></p><p><strong>Jennifer Fukumae</strong> is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Senior Wealth Advisor</strong>. This role offers the chance to be part of a firm that blends financial expertise with a holistic “wealth of life” philosophy, supporting clients in achieving financial freedom, well-being, and meaningful impact.</p><p><br></p><p><strong>About the Role</strong></p><p>The Senior Wealth Manager will serve as a trusted advisor to high-net-worth clients while also playing a leadership role within the firm. This position is designed for an experienced advisor with <strong>8+ years of experience</strong> who thrives in a collaborative environment and is excited about mentoring junior advisors, leading client strategy, and contributing to firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead client relationship management and deliver advanced planning strategies.</li><li>Oversee and mentor junior advisors, fostering a culture of excellence.</li><li>Provide financial planning and investment guidance with a high level of expertise.</li><li>Contribute to strategic initiatives and business development.</li><li>Represent the firm in the community and strengthen its reputation.</li></ul>

<p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree in Finance, Business, or related field.</li><li><strong>Certified Financial Planner™ (CFP®) required.</strong></li><li>Series 65 or equivalent strongly preferred.</li><li>8+ years of wealth management or financial planning experience.</li><li>Demonstrated leadership, mentoring, and business development skills.</li><li>Ability to think strategically and engage with firm leadership.</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive base + bonus + profit share.</li><li>Full employer-paid benefits (50% dependent coverage).</li><li>401k with company match + profit sharing.</li><li>Annual VIP music festival tickets and other unique team perks.</li><li>Growth opportunity within a respected, community-oriented RIA.</li></ul><p>&#128233; For faster consideration, connect with <strong>Jennifer Fukumae on LinkedIn</strong> or apply directly.</p>

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