Financial Advisor - SteelPeak Wealth : Job Details

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best – taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there.

Key Responsibilities:

• Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance.
• Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded.
• Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements.
• Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice.
• Collaborate with other team members to deliver comprehensive financial planning services.
• Assist clients with retirement planning, estate planning, tax strategies, and insurance needs.
• Maintain accurate and detailed records of client interactions and financial plans.

Why Join SteelPeak?

• You get to be part of a firm that values your growth and development
• We're one of the nation's fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years
• Competitive salary and bonuses
• Health, dental, and vision insurance
• 401(k) matching program
• Professional development opportunities