Wealth Advisor

Job overview

Wealth Advisor is an in-office role based in San Francisco or Walnut Creek, CA. The posting states a $120,000 base salary and a $40,000 annual bonus paid quarterly. Mission Wealth provides 360-degree wealth management services to affluent families and describes a planning process designed to support clients’ financial futures. The advisor provides technical financial support, develops financial plans, and manages ongoing client relationships while taking on new clients. The role serves households through an integrated wealth-management model and contributes to client service and business development.

What you'll do

• Provide technical financial support to clients and Lead Advisors
• deliver family office, private client, integrated wealth, or emerging wealth services to up to 100 households
• participate in weekly business development and referrals
• manage ongoing client service while taking on new clients
• gather data, draft goals, and create financial plans
• collaborate with Lead Advisors, Wealth Advisors, and Advisor Associates.

What we're looking for

Skills & competencies

wealth advisor

san francisco ca

walnut creek ca

mission wealth

in-office

financial planning

wealth management

client relationships

cfp

cfa

$120k base

$40k annual bonus

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision
• 401(k)/profit sharing
• volunteer time off
• sabbaticals
• wellness benefits
• educational reimbursement
• pathways to equity partner.

Why this role

Requires an active CFP or CFA designation, a bachelor’s degree, and at least five years of wealth-management advisor experience. The posting identifies San Francisco or Walnut Creek offices.

About the employer

Mission Wealth Management LP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.