Wealth Advisor

## Wealth Advisor Pierson Wealth Management
· Full-time
· Intermediate#### About The Position 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#### 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.#### 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 PLANNERTM)
* 7–10 years of experience in financial planning or wealth management
* Series 65 or…