Results In Wealth Management Financial Advisor in Foster , CA

Financial Advisor | Wealth Management Firm | San Mateo

Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they're known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what's best for the client.

This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance.

Responsibilities

• Act as the lead advisor for a portfolio of high-net-worth clients
• Lead client meetings, portfolio reviews, and deliver tailored planning strategies
• Advise on retirement, investments, insurance, and major financial decisions
• Strengthen and expand client relationships through proactive planning
• Partner with senior advisors on complex cases
• Support onboarding and development of new client relationships
• Maintain accurate planning and CRM documentation
• Stay current on markets and evolving planning strategies