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Senior Financial Advisor

CoreTechs

Santa Clara, CA

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JOB DETAILS
SALARY
$140,000–$200,000 Per Year
SKILLS
Business Plan, Candidate Sourcing, Certified Financial Planner (CFP), Continuous Improvement, Corporate Sales, Customer Experience, Customer Relations, Customer Retention/Renewal, Distribution Channel, Diversity, Fiduciary, Financial Planning, Funding, ISO (International Organization for Standardization), Marketing, Mentoring, Registered Investment Advisor (RIA), Relationship Management, Sales Management, Small Business, Startup, Systems Administration/Management, Wealth Management
LOCATION
Santa Clara, CA
POSTED
30+ days ago
Senior Financial Advisor
San Jose, CA
  • Salary: $140,000 - $200,000 per year
  • Hybrid – Meets once a week on Mondays
 
We are looking for a Senior Financial Advisor (7+ years of experience) to serve as a Lead Relationship Manager supporting new and existing client relationships.
 
COMPANY OVERVIEW:
  • We are an independent Registered Investment Adviser based in San Jose, CA. Since our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees
  • Our high-touch, high-impact work has led to consistent client referrals and 95%+ client retention
 
THE ROLE:
  • We are looking for a Senior Financial Advisor to serve as a Lead Relationship Manager supporting new and existing client relationships. You do not need to bring a book of business. We provide the leads and the marketing infrastructure. Your job is to lead the planning process, manage high-touch client relationships, and mentor associate advisors as we scale
 
WHY US?
  • Clients First: We are a 100% fee-only fiduciary firm. No product sales, corporate red tape, or sales managers
  • In-Depth Planning: You'll work on complex, rewarding cases involving Silicon Valley tech comp, retirement distribution strategies, and in-depth business planning
  • Modern Flexibility: Our high-performance, high-autonomy culture includes a hybrid work environment to maximize work time and minimize commuting time
  • Impact & Mentorship: You will play a key role in shaping our firm's future and training our next generation of talent
  • Startup Speed: We provide an exceptional client experience by experimenting with new ideas, integrating new technology, and committing to continuous improvement
 
QUALIFICATIONS:
  • Credentials: Active CFP® designation required
  • Experience: At least 7+ years in a client-facing wealth management role
  • Knowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies
  • Exceptional Communication: Clients trust you because you care and you listen. They leave meetings understanding their goals and finances better
  • Location: Must be local to the San Jose/South Bay area (<40 miles) to support our hybrid model
 
COMPENSATION & BENEFITS:
  • Competitive Base Salary: $140,000+, tailored to the San Jose market and experience
  • Uncapped Incentive Bonus: A transparent performance structure tied to the clients and revenue you support
  • Benefits: 401(k) with match, health benefits, unlimited PTO
  • Charitable Giving & Community Impact: Donation matches to causes you support, Paid volunteer time, and firm-supported pro-bono advice
 
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
 
req26-00267

About the Company

C

CoreTechs

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