Financial Planner - Prestigious RIA Firm

Financial Planner - Wealth Advisory

A purpose-driven wealth management firm in the San Francisco Bay Area is seeking a Financial Planner to join its collaborative and client-centric team. This is a high-impact opportunity for an experienced advisor to lead client relationships, mentor associate team members, and deliver comprehensive financial planning in a values-based environment.

About the Role

As a Financial Planner, you'll serve as a trusted advisor to clients, crafting personalized strategies that align with their financial goals and life values. You'll work closely with internal teams and external professionals to deliver holistic planning across investments, estate, tax, and philanthropic objectives-while also guiding and developing Associate Planners.

Key Responsibilities

• Lead and manage client relationships with a focus on long-term trust and strategic planning
• Develop and present customized financial plans, cash flow analyses, and portfolio reviews
• Collaborate with CPAs, attorneys, and internal specialists to ensure integrated advice
• Oversee investment policy implementation and portfolio rebalancing
• Conduct financial modeling and ensure accurate, timely reporting
• Mentor and coach Associate Wealth Architects to support their professional growth
• Uphold fiduciary standards and contribute to firm-wide initiatives and innovation

Why Join Us?

Mission-driven firm with a strong client-first philosophy

Supportive, collaborative culture focused on personal and professional growth

Opportunity to make a meaningful impact in clients' lives

Entrepreneurial environment with room for leadership and innovation

Interested?

Let's connect! Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to hear from you.

Requirements

Ideal Candidate Profile

We're looking for a thoughtful, experienced advisor who brings both technical expertise and a client-first mindset. The ideal candidate will have :

Ready to take the next step?

We'd love to hear from you. Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - let's explore whether this opportunity aligns with your next career move.