Senior Financial Advisor (San Jose)

Senior Financial AdvisorSan Jose, CASalary: $140,000 - $200,000 per yearHybrid – Meets once a week on MondaysWe are looking for a Senior Financial Advisor (7+ years of experience) to serve as a Lead Relationship Manager supporting new and existing client relationships.COMPANY OVERVIEW:We are an independent Registered Investment Adviser based in San Jose, CA. Since our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, RetireesOur high-touch, high-impact work has led to consistent client referrals and 95%+ client retentionTHE ROLE:We are looking for a Senior Financial Advisor to serve as a Lead Relationship Manager supporting new and existing client relationships. You do not need to bring a book of business. We provide the leads and the marketing infrastructure. Your job is to lead the planning process, manage high-touch client relationships, and mentor associate advisors as we scaleWHY US?Clients First: We are a 100% fee-only fiduciary firm. No product sales, corporate red tape, or sales managersIn-Depth Planning: You'll work on complex, rewarding cases involving Silicon Valley tech comp, retirement distribution strategies, and in-depth business planningModern Flexibility: Our high-performance, high-autonomy culture includes a hybrid work environment to maximize work time and minimize commuting timeImpact & Mentorship: You will play a key role in shaping our firm's future and training our next generation of talentStartup Speed: We provide an exceptional client experience by experimenting with new ideas, integrating new technology, and committing to continuous improvementQUALIFICATIONS:Credentials: Active CFP designation requiredExperience: At least 7+ years in a client-facing wealth management roleKnowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategiesExceptional Communication: Clients trust you because you care and you listen. They leave meetings understanding their goals and finances betterLocation: Must be local to the San Jose/South Bay area (Competitive Base Salary: $140,000+, tailored to the San Jose market and experienceUncapped Incentive Bonus: A transparent performance structure tied to the clients and revenue you supportBenefits: 401(k) with match, health benefits, unlimited PTOCharitable Giving & Community Impact: Donation matches to causes you support, Paid volunteer time, and firm-supported pro-bono adviceWe are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.req26-00267