Job Description

Title: Financial Advisor (CFP Required)

Type: Full-time / Perm / Fully On-site

Salary: 125K - $250K/annually, depending on location and experience.

Locations:

• San Francisco Bay Area, CA
• San Francisco, CA
• Los Gatos, CA
• San Mateo, CA
• Portland, OR
• Reno, NV
• Salt Lake City, UT
• Anchorage, AK

Summary:

Our client is seeking experienced, driven Financial Advisors with the CFP designation to join their rapidly growing wealth management and tax (RIA) firm in several U.S. locations! The firm is currently directing the financial lives of hundreds of high-net-worth individual clients with assets exceeding $3M, advising and developing comprehensive financial plans tailored to their specific needs and goals, including financial, wealth, trust, estate, retirement, insurance, and investment planning for themselves, their families, and their closely held businesses.

Responsibilities:

• Provide exceptional financial planning and advisory services to some of the firm's existing clients and onboard new clients.
• Demonstrate strong proficiency in business development by driving and closing new business (through referrals and other sources), contributing to the growth of the firm.
• Integrate the advice of CFAs, CPAs, and JDs into client relationships.
• Work directly with high-net-worth individual clients with assets exceeding $3M, their families, and their closely held businesses, developing comprehensive financial plans tailored to each client's unique financial situations to meet their long-term financial and investment goals, including trust, estate, retirement, investment, and insurance planning with a strong emphasis on tax-saving strategies.
• Develop comprehensive financial plans for clients and assist them during all phases of plan implementation.

Qualifications & Requirements:

• Bachelor's degree required.
• Master's degree preferred.
• Certified Financial Planner (CFP) designation required.
• 7+ years of professional experience in wealth management, financial services, and trust and estate planning from a wealth management firm (preferably one of the Big Four Accounting Firms) or professional financial services company.
• 7+ years of experience working directly with high-net-worth individual clients with assets exceeding $3M, developing comprehensive financial plans tailored to meet their unique financial situations and goals.
• Proven record of accomplishment in consulting and business development, including contributing to the growth of a firm.
• Expertise in a wide range of financial areas, including trusts, estates, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
• Unwavering commitment to integrity in both personal and professional endeavors.
• Ability to excel in a dynamic, high-growth, high-opportunity business environment.
• Outstanding written and verbal communication skills.
• Exceptional organizational, leadership, and presentation skills.
• Proven success in managing substantial workloads and multiple projects, often with time-sensitive deadlines and requirements.
• Ability to collaborate effectively with a tight-knit team of professionals engaged in various financial and tax-related activities.

About S Piper Staffing, LLC:

S Piper Staffing stands out as a leading nationwide woman-owned minority recruiting firm, dedicated to supporting top-tier talent in collaboration with the world's premier brands. Providing both permanent and temporary HR solutions across the country, we establish partnerships with startups, large public companies, and everything in between. Our distinctive ability to operate across diverse job functions and at all organizational levels has empowered us to build meaningful, enduring relationships with both clients and candidates, assisting them in securing the best talent across their organizations.

As an equal-opportunity employer, S Piper Staffing evaluates qualified applicants without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Our commitment is to cultivate an inclusive environment—one that values diverse backgrounds, experiences, and perspectives, allowing everyone to contribute, advance their careers, and thrive. We actively encourage individuals of all backgrounds to apply.

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