Senior Financial Consultant

Finance
Palo Alto, CA
March 26, 2025
$150,000 - $200,000
Full Time
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  • Job Description

Are you a financial expert looking to shift gears from prospecting new clients to establishing in-depth relationships and crafting intricate financial plans? Your search ends here!

Our client is recognized as one of the “TOP 10 Best Places to Work in 2024”, offering a unique opportunity for you to build long-term, dedicated relationships with existing clients by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.

Your Role in Catalyzing Growth
Working in their Investor Center, you’ll serve as more than just a Financial Consultant; you’ll be a trusted advisor. With face-to-face client interactions, you’ll expand the firm’s brand while capitalizing on an open architecture product suite and the industry’s most innovative resources.

Unlock Exceptional Value

  • No longer spending time on cold calls and sourcing new clients, you can impact your clients’ lives through deepening relationships and complex financial planning.
  • You can leverage your integrity, insights, and planning acumen to help clients secure their financial future.
  • Deliver comprehensive investment solutions and retirement plans that cater to the immediate and future needs of high-net-worth clients.
  • Showcase your expertise in interpersonal communication by forging long-lasting relationships.
  • Be a driving force for positive change, both for clients and within the community.

Expertise They Are Looking For

  • A Bachelor’s degree is preferred; however, experience counts.
  • Active Series 7 & 66 (or 63 & 65) licenses – non-negotiable.
  • CFP or CRPC certification is an enormous plus
  • Previous success in building client relationships, uncovering needs, and recommending solutions
  • 5+ years of financial planning experience
  • A proactive mindset centered around client satisfaction and problem-solving.

They Invest in You!

Our client considers their people as their most valuable asset and offers a holistic rewards structure, which includes:

  • A competitive base salary range of $70,000 – $75,000 per year. The base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package also includes guaranteed quarterly bonuses or other variable compensation = $150k – $200k average first-year earnings.
  • Robust benefits designed for you and your family’s well-being.
  • Diverse training opportunities to advance your career: in-branch, regional, national, and virtual platforms.

If you are ready to join an investment leader who empowers professional growth, flexibility, and support, thus enabling your long-term success, Apply Now!

 

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