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Position Overview
We are seeking a client-focused Wealth Advisor to deliver comprehensive financial planning and wealth management services to high-net-worth individuals and families. The roles primary purpose is to develop customized investment strategies, coordinate retirement, tax and estate planning, and build long-term client relationships while ensuring compliance with regulatory and fiduciary standards. The successful candidate will combine technical expertise with strong interpersonal skills to grow assets under management and provide exceptional client service. This position requires an in-office presence, Monday - Friday.
Key Responsibilities
* Develop and implement holistic financial plans tailored to clients goals, risk profiles, and time horizons.
* Provide investment advice and portfolio management recommendations, including asset allocation, security selection, and rebalancing.
* Coordinate retirement planning, tax optimization strategies, estate planning, and risk management in collaboration with internal teams and external advisors.
* Build and maintain strong client relationships through proactive communication, regular reviews, and timely follow-up on client inquiries.
* Work to grow client assets through referrals, lead generation, and business development activities while meeting individual and team growth targets.
* Prepare clear, professional reporting and client-facing materials, including performance reviews, financial projections, and investment policy statements.
* Ensure compliance with all regulatory and firm policies, maintain accurate client records, and adhere to fiduciary duties.
* Mentor junior advisors and collaborate with cross-functional teams (tax, trust, operations) to deliver integrated client solutions.
Qualifications
* Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree a plus.
* Certified Financial Planner (CFP) required
* 10+ years of experience in wealth management, private client advisory, or related financial planning roles.
* Demonstrated experience managing high-net-worth client relationships and portfolios.
* Strong knowledge of investment products, asset allocation, tax-efficient strategies, retirement and estate planning.
* Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
* High level of integrity, client-first mindset, and commitment to fiduciary standards.
* Proficiency with financial planning and CRM software (e.g., eMoney, MoneyGuidePro, Salesforce) and Microsoft Office.
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
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Jamar Sloley - Executive Recruiter
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.
This job was first posted by CyberCoders on 11/03/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.
Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.
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