Wealth Advisor

Why You’ll Love This Role

As a Wealth Advisor at Willow Creek Wealth Management, you will provide top-tier financial guidance to our clients while working alongside an experienced, dedicated, and supportive team. Your expertise in financial planning, investment strategies, and client service will make a meaningful impact shaping financial futures for our clients.

• Comprehensive Client
  
  Experience:
  
  Conduct annual client reviews, analyze financial data, and develop personalized recommendations in collaboration with our team.
• Investment Strategy & Portfolio Management: Review investment policy statements, monitor portfolio performance, and implement investment transition plans.
• Client Engagement & Planning: Facilitate client meetings, summarize key takeaways, and track follow‑through.
• New Client Onboarding: Lead investment analysis, present financial strategies, and manage the implementation of tailored investment solutions.
• Collaboration & Growth: Work with internal teams, contribute to strategic initiatives, and develop relationships with Centers of Influence (COIs) to expand your network.
• Industry Involvement: Stay ahead of industry trends by joining professional associations, attending sponsored events, and pursuing continued education.

• Experience &
  
  Education:
  
  Minimum of three years in financial advisory services or the finance industry.
• Certification: Applicant is a CERTIFIED FINANCIAL PLANNER® professional.
• Tech‑Savviness: Proficiency in Microsoft Office Suite, particularly Excel, Word, Outlook. Ideally, experience with Orion, Advisor Engine CRM, and Money Guide Pro .
• Strong Communication
  
  Skills:
  
  Ability to build lasting client relationships through clear, thoughtful, and professional interactions.
• Attention to Detail: Organized and meticulous, with the ability to manage multiple priorities while meeting deadlines.
• Proactive & Team‑Oriented Mindset: A self‑starter eager to contribute to a dynamic and client‑focused team.

• Base Salary: Competitive base salary commensurate with experience.
• Variable Compensation: Revenue sharing compensation based on both new and on‑going client revenue with significant compensation growth potential.
• Total Cash Compensation Range: $100,000 - $200,000/year
• Profit Sharing: Generous annual profit sharing plan contribution.
• 401(k) profit sharing plan
• Paid family leave program
• Disability insurance
• Hybrid work environment
• Opportunities for equity ownership

If you’re ready to take the next step in your career and become part of a firm that values expertise, integrity, and collaboration, apply today by sending your cover letter and resume to

Mid‑Senior level

Full‑time

Finance and Sales

Investment Management