Wealth Management Advisor

Wealth Advisor | $3B+ Independent RIA

At Roklyn we specialize exclusively in the California wealth management market. We don’t just "post jobs" – we build deep, multi‑year partnerships with the most elite firms.

I have worked closely with this RIA for over seven years. Having personally placed three professionals there, I can attest to the strength of their leadership and the authenticity of their mission. I have spent significant time in their office and have a direct line to the hiring team, allowing me to provide you with insights you won’t find in a standard job description.

Our client is a highly successful, independent RIA managing approximately $3 billion in assets for over 1,200 families. They have built their reputation on a "Non‑Wall Street" philosophy, specializing in high‑conviction alternative investments and private assets that provide true diversification beyond the public markets.

• Portfolio Strategy: Lead the design and oversight of client portfolios, with a specific focus on integrating institutional‑quality alternative investments.
• Proactive Client Stewardship: Maintain a high touch‑point frequency through video, digital communication, and in‑person gatherings to ensure clients feel consistently prioritized.
• Exemplary Service: Drive signature service initiatives that go above and beyond standard expectations to foster lifelong loyalty and organic referrals.
• Internal Synergy: Act as the central point of contact between the client and the firm’s internal trading and planning departments to ensure precise execution.
• Holistic Growth: Expand the firm’s impact through wallet‑share optimization and by converting firm‑generated leads and personal networking opportunities.

• Experience: Minimum of 5 years in a client‑facing advisory role, preferably within an independent RIA or boutique wealth management setting.
• Credential: Certified Financial Planner (CFP®) designation is required.
• Mindset: You value ethical transparency and thrive in a team‑centric environment where continuous professional growth is the norm.
• Communication: Exceptional ability to translate complex financial concepts into relatable, empathetic advice.

• Competitive base salary with a transparent, performance‑aligned incentive structure (140 – 225k all in). Salary negotiable depending on experience.
• Comprehensive health and retirement benefits.
• Clear career tracks with long‑term opportunities for internal advancement.

$/yr – $/yr

Calabasas, CA

Mid‑Senior level

Full‑time

Finance, Customer Service, and Strategy/Planning