Wealth Advisor

About the role

Pierson Wealth Management is seeking an experienced G2 Financial Advisor to join our growing team in Santa Clarita, CA. This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.

Responsibilities

• Serve as primary advisor for C and D-tier clients and select B-tier relationships
• Lead client review meetings, build planning deliverables, and manage the full service cycle
• Collaborate with senior advisors on A-tier and complex planning situations
• Maintain a consistent, high-quality client experience aligned with PWM’s service standards
• Support migration to digital client touchpoints (digital reviews, portal adoption) as part of the firm’s evolving service model
• Lead comprehensive financial plans covering investment strategy, retirement, tax, insurance, and estate planning
• Own case design and illustrations for insurance and advanced planning scenarios
• Research and apply current planning strategies relevant to high-net-worth clients
• Remain current on tax law changes, regulatory updates, and industry best practices
• Provide daily direction, oversight, and performance feedback to two Client Service Associates
• Review and approve meeting preparation materials; CSAs draft, G2 Advisor signs off before client delivery
• Set clear expectations, hold accountability, and create a structured, high-performing team environment
• Maintain consistent in-office presence to provide direct, reliable leadership
• Oversee client onboarding, asset transfer processes, and service requests
• Partner with the Director of Business Integration & Strategy on workflow improvements and firm projects
• Contribute to the firm’s operational development and adoption of RFG platform tools

Requirements

• CFP® designation (CERTIFIED FINANCIAL PLANNER™)
• 7–10 years of experience in financial planning or wealth management
• Series 65 or Series 66 license (or ability to obtain within 90 days)
• In-office availability, full-time, Santa Clarita, CA
• Experience managing or providing direction to support staff or junior team members
• Demonstrated track record of owning HNW client relationships independently
• Life & Health insurance license
• Experience with eMoney, MoneyGuidePro, or comparable financial planning software

Qualifications

• Familiarity with Orion
• Experience with annuity and insurance case design for HNW clients
• Background in fee-based or fee-only independent advisory environment

Skills

• Financial Planning Excellence
• Client Relationship Management
• Team Leadership & Development
• Case Design & Insurance Knowledge
• Detail Orientation & Follow-Through
• Clear, Confident Communication
• Operational Discipline
• Adaptability & Tech Adoption
• Sound Judgment Under Pressure
• Collaborative Execution

Benefits

• Salary $100,000-120,000
• Paid time off
• Health and dental insurance
• 401(k)
• Profit Sharing

Pay

$100,000-120,000

Schedule

Full-time, In-Office