Wealth Counselor Job at Innovations PSI, San Mateo, CA

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  • Innovations PSI
  • San Mateo, CA

Job Description

Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios.

Responsibilities :

  • Serve as the primary contact for ~100 clients, handling client communications and relationship management.
  • Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce.
  • Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios.
  • Create comprehensive financial plans through detailed client discussions using eMoney.
  • Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery.

Qualifications :

  • 7+ years of experience in the investment industry (client-facing experience preferred).
  • Certified Financial Planner designation with 5+ years of experience in financial planning.
  • Experience managing a book of business (leading 1:1 meetings)
  • Strong knowledge of finance and capital markets.
  • Bachelor’s degree in economics, business, finance, accounting, or a related field.
  • Excellent communication skills and ability to explain complex financial concepts clearly.
  • Highly professional, articulate, and able to manage multiple client requests.

Salary: $100,000 - $125,000 base, up to $250,000 all in DOE

Please submit your resume for additional details and a full job description.

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