Wealth Advisor

Wealth Advisor | $3B+ Independent RIA (CA-Based)

Presented by Roklyn Consulting

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.

A Note from the Recruiter: 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’ve 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.

The Firm

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.

They are looking for an Advisor who values sophisticated portfolio design and high-touch financial planning, backed by a collaborative team of specialists.

As a Wealth Advisor, you aren't just managing money; you are the lead architect of the client experience. You will manage a high-caliber book of business, supported by dedicated Client Service, Operations, and Planning teams.

Primary Focus:

• 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 "touchpoint" 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.

Qualifications

• 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 are someone who values ethical transparency and thrives in a team-centric environment where continuous professional growth is the norm.
• Communication: Exceptional ability to translate complex financial concepts into relatable, empathetic advice.

Benefits & Compensation

• 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.