Financial Advisor, Wealth Management (VPC Advisor) — Hybrid

Job overview

The Financial Advisor, Wealth Management (VPC Advisor) role is hybrid in California, with regular in-office presence required—either three days per week or one week per month depending on location. Salary is $85,000–$100,000 per year, plus a bonus dependent on experience. The advisor supports Harvest Wealth Group’s VPC service model for non-Diamond Team clients.

What you'll do

• Own assigned client relationships
• lead meetings and reviews
• explain recommendations
• identify appropriate sales opportunities
• implement and monitor financial plans and investment strategies
• coordinate account actions and documentation with Operations
• maintain accurate CRM records
• and follow established workflows and compliance requirements.

What we're looking for

Skills & competencies

financial advisor

wealth management

vpc advisor

hybrid

california

series 7

series 66

client relationships

financial planning

investment management

$85k–$100k/year

bonus

full-time

monday–friday schedule

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance-based incentives
• 401(k) with 3% match and 4% employer contribution with a 5% employee deferral
• health, dental, and vision coverage
• and paid time off with advance manager approval.

Why this role

Active Series 7 and 66 licenses, or equivalent, are required. Performance-based incentives are tied to revenue, retention, and service metrics.

About the employer

HARVEST WEALTH GROUP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.