Pierson Wealth Management is seeking an experienced G2 Financial Advisor to join our growing team in Santa Clarita, CA. This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.
Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a senior individual contributor role with meaningful leadership responsibility and a clear path for growth as the firm scales.
Location: Santa Clarita, CA | Schedule: Full-time, In-Office | Reports To: Director of Business Integration & Strategy
Client Relationship Management
- Serve as primary advisor for C and D-tier clients and select B-tier relationships
- Lead client review meetings, build planning deliverables, and manage the full service cycle
- Collaborate with senior advisors on A-tier and complex planning situations
- Maintain a consistent, high-quality client experience aligned with PWM’s service standards
- Support migration to digital client touchpoints (digital reviews, portal adoption) as part of the firm’s evolving service model
Financial Planning & Case Design
- Lead comprehensive financial plans covering investment strategy, retirement, tax, insurance, and estate planning
- Own case design and illustrations for insurance and advanced planning scenarios
- Research and apply current planning strategies relevant to high-net-worth clients
- Remain current on tax law changes, regulatory updates, and industry best practices
Team Leadership & CSA Oversight
- Provide daily direction, oversight, and performance feedback to two Client Service Associates
- Review and approve meeting preparation materials; CSAs draft, G2 Advisor signs off before client delivery
- Set clear expectations, hold accountability, and create a structured, high-performing team environment
- Maintain consistent in-office presence to provide direct, reliable leadership
Operations & Firm Initiatives
- Oversee client onboarding, asset transfer processes, and service requests
- Partner with the Director of Business Integration & Strategy on workflow improvements and firm projects
- Contribute to the firm’s operational development and adoption of RFG platform tools
Compensation:
$120000
Core Competencies:
The ideal candidate brings both the technical depth to lead complex planning conversations and the leadership presence to manage and develop a service team. We are looking for someone who is precise without being rigid, confident without being dismissive, and driven by the quality of their work as much as their results.
- Financial Planning Excellence
- Client Relationship Management
- Team Leadership & Development
- Case Design & Insurance Knowledge
- Detail Orientation & Follow-Through
- Clear, Confident Communication
- Operational Discipline
- Adaptability & Tech Adoption
- Sound Judgment Under Pressure
- Collaborative Execution
Behavioral Fit
This role requires someone who brings structure to complex situations and earns trust through consistent follow-through. You will be most successful here if you:
- Lead with planning and preparation, not product or performance
- Communicate directly and clearly, even when the message is a difficult one
- Hold your team to a high standard with both warmth and firmness
- Operate with a strong sense of duty to clients, colleagues, and the firm
- Embrace change when the evidence supports it and ask good questions when it doesn’t
- Are ready to grow into expanded responsibility as the firm scales
Company:
Pierson Wealth Management is an independent, fee-based RIA serving high-net-worth individuals and families. Founded by Ivy Pierson, the firm has built a reputation for sophisticated financial planning, deep client relationships, and a commitment to doing things right not; just efficiently.
PWM operates within the RFG Advisory platform, which provides infrastructure, compliance support, and access to institutional-grade resources. The firm is at an exciting inflection point: growing its team, evolving its service model, and expanding its capacity to serve clients at a higher level.
We are a small team that takes our work seriously. Every person here plays a meaningful role. We reward expertise, respect autonomy, and invest in the growth of people who invest in us.
Benefits and Compensation:
- Salary $100,000-120,000
- Paid time off
- Health and dental insurance
- 401(k)
- Profit Sharing
Requirements:
The following qualifications apply to all candidates under consideration. Required items are non-negotiable for hire. Preferred items will meaningfully strengthen a candidate’s profile.
Required:
- CFP® designation (CERTIFIED FINANCIAL PLANNER™)
- 7–10 years of experience in financial planning or wealth management
- Series 65 or Series 66 license (or ability to obtain within 90 days)
- In-office availability, full-time, Santa Clarita, CA
- Experience managing or providing direction to support staff or junior team members
- Demonstrated track record of owning HNW client relationships independently
- Life & Health insurance license
- Experience with eMoney, MoneyGuidePro, or comparable financial planning software
Preferred:
- Familiarity with Orion
- Experience with annuity and insurance case design for HNW clients
- Background in fee-based or fee-only independent advisory environment