Senior Financial Consultant

Finance
Sunnyvale, CA
October 2, 2025
$130,000 - $200,000
Full Time
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  • Job Description

Build a Career That Builds Futures

Are you ready to elevate your career at one of the “Best Places to Work in 2025”? Our client—a nationally recognized investment leader—is offering an extraordinary opportunity to step into a role where your expertise is valued, your growth is prioritized, and your impact is profound.

As a Senior Financial Consultant, you won’t just manage portfolios—you’ll transform lives. You’ll become a strategic partner to high-net-worth clients, guiding them through pivotal financial decisions with confidence, clarity, and care.

Why This Role Is a Game-Changer

  • No Prospecting, All Planning: Say goodbye to cold calls. You’ll inherit an existing book of business and focus on deepening relationships through advanced financial planning.
  • Trusted Advisor Status: You’ll be the go-to expert for clients navigating wealth management, retirement strategies, and legacy planning.
  • Open Architecture Advantage: Leverage a flexible product suite and cutting-edge tools to deliver tailored solutions without limitations.
  • Brand Builder: Represent a firm known for integrity and innovation, expanding its footprint through meaningful client interactions.
  • Community Impact: Your work will ripple beyond portfolios—helping families, communities, and futures thrive.

What You Bring

  •  Bachelor’s degree preferred—but your experience speaks volumes.
  • Active Series 7 & 66 (or 63 & 65) licenses—required.
  • CFP or CRPC certification—highly valued.
  • Proven success in relationship-building, needs analysis, and solution delivery.
  • 4+ years of financial planning experience.
  • A client-first mindset with a passion for solving complex challenges.

What You Gain

  • Accelerated Earnings: Competitive base salary plus guaranteed quarterly bonuses. ($130K to $200K depending on experience)
  • Comprehensive Benefits: Health, wellness, and family-focused perks that support your life outside the office.
  • Career Development: Access to national, regional, and virtual training platforms designed to sharpen your skills and expand your influence.
  • Work-Life Balance: Hybrid flexibility that respects your time and empowers your productivity.
  • Long-Term Growth: A clear path to leadership, specialization, or expanded client coverage—your ambition sets the pace.

Ready to Lead the Future of Financial Planning?

If you’re driven by purpose, fueled by relationships, and ready to grow with a firm that invests in your success, this is your moment.

Apply today and take the next step toward a career that’s as rewarding as it is impactful.

 

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