Financial Advisor

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 developmentWe're one of the nation's fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 yearsCompetitive salary and bonusesHealth, dental, and vision insurance401(k) matching programProfessional development opportunities

Created: 2025-02-21