Wealth Counselor

Wealth Counselor

Company Overview

We are a full-service Wealth Management firm that has been serving the greater San Francisco area for over 40 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exceptional service and client retention. We have over $2B in client assets with a lean team of about 20 employees. 

Position Overview
We are seeking a knowledgeable and experienced Wealth Counselor to join our team. The ideal candidate will provide tailored financial advice to high-net-worth individuals and families, helping them manage and grow their wealth effectively. The Wealth Counselor will work closely with clients to develop comprehensive financial plans that align with their financial goals and objectives.

Key Responsibilities

• Develop and maintain strong relationships with clients, understanding their financial needs and goals.
• Provide expert advice on investment strategies and financial planning to high-net-worth and ultra-high-net-worth clients.
• Create customized wealth management plans that encompass multi-asset investment strategies.
• Monitor client portfolios and recommend adjustments based on market conditions and client objectives.
• Assist clients in understanding complex financial concepts and the implications of their investment choices.
• Collaborate with other financial professionals, including tax and estate planning specialists, to ensure comprehensive client service.
• Stay up-to-date with market trends, economic news, and regulatory changes that may impact client portfolios.

Qualifications

• Bachelor's degree in Finance, Economics, or a related field.
• Certified Financial Planner (CFP) designation is required.
• Experience as a Wealth Advisor or similar role, with a strong understanding of wealth management principles.
• CFA designation is a plus.
• Demonstrated success in managing assets under management (AUM) for high-net-worth clients.
• Strong knowledge of financial planning and portfolio management techniques.
• Excellent communication and interpersonal skills to build trust and rapport with clients.

Benefits

• Medical
• Dental
• Vision
• 401k w/ match
• PTO
• Hybrid flex

Matt.Bailey@CyberCoders.com
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MB6-1883358 -- in the email subject line for your application to be considered.
Matt Bailey - Director of Client Development

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

This job was first posted by CyberCoders on 11/11/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.  CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

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