Senior Wealth Advisor (RIA)

The Senior Wealth Advisor (RIA) serves high-net-worth clients in Lafayette, CA, delivering comprehensive financial planning and portfolio guidance while mentoring junior advisors within a growing wealth management practice. The position offers a base salary ranging from USD 150,000 to 165,000 per year.

Responsibilities

• Act as a trusted financial advisor to affluent individuals and families
• Provide end-to-end financial planning and portfolio guidance
• Enhance client retention and growth through exceptional service
• Prospect and cultivate new client relationships
• Mentor junior advisors and contribute to team development
• Partner with internal investment and planning teams

Requirements

• At least 10 years of experience as a Financial Advisor
• Active Series 65 license is required
• Demonstrated success in a fee-based advisory model (RIA preferred)
• Experience managing portfolios of $500K+ (HNW preferred)
• Strong business development and relationship-management skills
• Interest in mentoring and contributing to a collaborative, team-driven culture
• 401(k) or retirement plan experience is a plus
• Demonstrated stable career history

Benefits

• Competitive base salary plus team bonus and growth incentives
• Access to an established client base and strong referral network
• Robust operational and administrative support
• Collaborative culture with transparent leadership
• Opportunity to contribute to firm growth and assume leadership responsibilities

Schedule

• Full-time, in-office, client-facing role