This position is no longer accepting applications
Closed on April 24, 2026.
Private Client Advisor | Series 65
65
Advisor
Business Development
Client
Client Relations
Client Service
Communication
Customer Service
Financial Advisor
Financial Planning
Financial Services
High Net Worth
Investments
Leadership
Portfolio Management
Private
Relationship Management
Sales
Series
Training
Wealth Management
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Job Description
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
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