Wealth Advisor-San Jose, CA

Job Description

Job Description

About Our Client :

We are a well-established and client-focused wealth management firm based in San Jose, CA. With decades of combined

experience, our team of advisors is dedicated to providing high-quality financial planning and investment management

services tailored to each client’s goals.

Position Overview :

We are seeking a motivated and detail-oriented Lead Advisor to join our team. In this role, you will be responsible for

managing an existing book of business while working directly under the guidance of two senior-level advisors. This is a

unique opportunity to gain valuable mentorship, build relationships with established clients, and grow within a collaborative

and professional environment.

Key Responsibilities :

• Maintain and service an existing portfolio of clients
• Support senior advisors in client meetings and follow-up
• Assist in developing customized financial plans and investment strategies
• Conduct ongoing account reviews and ensure a high level of client satisfaction
• Prepare reports, presentations, and relevant documentation for client meetings
• Stay current on market trends, products, and regulatory changes

Qualifications :

What We Offer :

Location :

This position is based in our San Jose, CA office. Candidates must be comfortable working on-site.