<p><strong>Senior Wealth Manager</strong></p><p><strong>Location<em>: </em></strong><em>North Bay Area</em></p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>An established independent RIA firm in the Bay Area is seeking a <strong>Senior Wealth Manager</strong> to lead high-net-worth client relationships, mentor junior advisors, and drive strategic growth initiatives. This is a rare opportunity for a seasoned advisor to join a collaborative, purpose-driven team focused on holistic financial well-being.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm serves high-net-worth individuals and families, with a mission rooted in personal fulfillment, empowerment, and community impact. Advisors are encouraged to go beyond financial metrics to help clients achieve meaningful life outcomes.</p><p><br></p><p><strong>Role Summary</strong></p><p>As a Senior Wealth Manager, you’ll manage your own book of business, cultivate new client relationships, and play a key leadership role in shaping the firm’s future. The ideal candidate thrives in a values-based environment and is passionate about mentoring and strategic contribution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary advisor for high-net-worth clients</li><li>Deliver comprehensive financial planning and investment advisory services</li><li>Develop and refine strategies across retirement, tax, estate, investment, and risk management</li><li>Mentor and develop associate advisors, fostering a culture of excellence</li><li>Ensure adherence to regulatory standards and internal policies</li><li>Source and onboard new clients aligned with the firm’s mission</li><li>Build referral networks through centers of influence</li><li>Represent the firm at marketing, networking, and community events</li><li>Lead initiatives to enhance client experience and operational efficiency</li><li>Collaborate with leadership on firm-wide strategic goals</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive revenue-sharing model plus performance-based bonuses</li><li>Pathway to equity ownership</li><li>401(k) with company match</li><li>Generous PTO and paid holidays</li><li>Leadership and growth opportunities within the firm</li><li>Access to advanced training, industry conferences, and networking</li></ul><p><br></p><p><strong>Interested in learning more? </strong>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore whether this opportunity aligns with your next career move.</p>

<p><strong>Qualifications</strong></p><p><strong>Education</strong></p><ul><li>Bachelor’s degree in Finance, Business Administration, or a related field</li></ul><p><strong>Experience</strong></p><ul><li>At least 8 years of experience in financial planning, wealth management, or investment advisory</li></ul><p><strong>Certifications</strong></p><ul><li>CFP® designation required</li><li>Series 65 or equivalent licensing required</li></ul><p><strong>Skills</strong></p><ul><li>In-depth expertise in financial planning and investment strategy</li><li>Excellent interpersonal and communication skills</li><li>Proven ability to lead and mentor team members</li><li>Strategic mindset with strong problem-solving capabilities</li></ul><p><br></p><p><strong>Ready to take the next step?</strong></p><p>We’d love to hear from you. <strong>Apply today</strong> by sending your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — let’s explore whether this opportunity aligns with your career goals.</p>

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