<p><strong>Job Posting: Advisor</strong></p><p>A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking an <strong>Advisor</strong> to join its San Francisco office. This is a unique opportunity to make a meaningful impact by helping clients align their wealth with their life goals. You’ll be part of a collaborative team that values purpose-driven financial planning and client service excellence.</p><p><br></p><p><strong>About the Role:</strong></p><p>As an Advisor, you will manage the day-to-day operations of client service teams, providing analytical, operational, and administrative support throughout the client lifecycle—from onboarding to long-term relationship management. You’ll serve as the first point of contact for clients, helping them navigate complex financial strategies and ensuring their financial plans reflect their values and aspirations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary contact for client communications and partner with Lead Advisors on strategic responses</li><li>Review client portfolios and identify planning opportunities across investment, tax, and estate strategies</li><li>Prepare comprehensive meeting materials including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis</li><li>Conduct advanced financial analysis on topics such as tax loss harvesting, equity compensation, and risk management</li><li>Review and approve trades and portfolio rebalances</li><li>Lead client meetings and ensure timely execution of follow-up actions</li><li>Collaborate with internal teams (Tax, Investments, Estate Planning) to deliver integrated financial solutions</li><li>Mentor team members on complex planning topics and contribute to their development</li><li>Maintain and update the Wealth Management Scorecard for each client</li><li>Manage CRM documentation and execute intra-day client requests (e.g., trades, wire transfers)</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive compensation package</li><li>Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, wellness stipends, and more</li><li>Award-winning workplace culture focused on equity, inclusion, and personal growth</li><li>Opportunities for career advancement and community involvement</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>

<p><strong>Qualifications:</strong></p><ul><li>Bachelor’s degree required</li><li>CFP® (Certified Financial Planner) designation required</li><li>Minimum of 4 years of experience in financial planning, wealth management, or a related field</li><li>Proficient in Microsoft Office Suite; comfortable learning new systems and tools</li><li>Strong organizational skills with the ability to manage multiple client relationships effectively</li><li>Excellent communication and interpersonal skills</li><li>High level of integrity, attention to detail, and a proactive approach to problem-solving</li></ul><p><strong>Skills & Attributes:</strong></p><ul><li>Strong analytical thinking and problem-solving capabilities</li><li>Ability to prioritize tasks and manage workflows efficiently</li><li>Team-oriented mindset with a commitment to delivering high-quality work</li><li>Adaptable and enthusiastic about working in a dynamic, fast-paced environment</li></ul><p><strong>Excited about this role? We’d love to hear from you!</strong></p><p>Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — let’s explore how this opportunity could be the right fit for your next career move.</p>

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