Wealth Advisor
Santa Clarita, CA
Full-time
Onsite
1 month ago
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.
Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a senior individual contributor role with meaningful leadership responsibility and a clear path for growth as the firm scales.
Location: Santa Clarita, CA | Schedule: Full-time, In-Office | Reports To: Director of Business Integration & Strategy
Client Relationship Management
Financial Planning & Case Design
Team Leadership & CSA Oversight
Operations & Firm Initiatives
Company
Pierson Wealth Management is an independent, fee-based RIA serving high-net-worth individuals and families. Founded by Ivy Pierson, the firm has built a reputation for sophisticated financial planning, deep client relationships, and a commitment to doing things right not; just efficiently.
PWM operates within the RFG Advisory platform, which provides infrastructure, compliance support, and access to institutional-grade resources. The firm is at an exciting inflection point: growing its team, evolving its service model, and expanding its capacity to serve clients at a higher level.
We are a small team that takes our work seriously. Every person here plays a meaningful role. We reward expertise, respect autonomy, and invest in the growth of people who invest in us.
Requirements
The following qualifications apply to all candidates under consideration. Required items are non-negotiable for hire. Preferred items will meaningfully strengthen a candidate’s profile.
Required
Preferred
Core Competencies
The ideal candidate brings both the technical depth to lead complex planning conversations and the leadership presence to manage and develop a service team. We are looking for someone who is precise without being rigid, confident without being dismissive, and driven by the quality of their work as much as their results.
Behavioral Fit
Role
This role requires someone who brings structure to complex situations and earns trust through consistent follow-through. You will be most successful here if you:
Benefits And Compensation
Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a senior individual contributor role with meaningful leadership responsibility and a clear path for growth as the firm scales.
Location: Santa Clarita, CA | Schedule: Full-time, In-Office | Reports To: Director of Business Integration & Strategy
Client Relationship Management
- 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
Financial Planning & Case Design
- 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
Team Leadership & CSA Oversight
- 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
Operations & Firm Initiatives
- 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
Company
Pierson Wealth Management is an independent, fee-based RIA serving high-net-worth individuals and families. Founded by Ivy Pierson, the firm has built a reputation for sophisticated financial planning, deep client relationships, and a commitment to doing things right not; just efficiently.
PWM operates within the RFG Advisory platform, which provides infrastructure, compliance support, and access to institutional-grade resources. The firm is at an exciting inflection point: growing its team, evolving its service model, and expanding its capacity to serve clients at a higher level.
We are a small team that takes our work seriously. Every person here plays a meaningful role. We reward expertise, respect autonomy, and invest in the growth of people who invest in us.
Requirements
The following qualifications apply to all candidates under consideration. Required items are non-negotiable for hire. Preferred items will meaningfully strengthen a candidate’s profile.
Required
- 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
Preferred
- Familiarity with Orion
- Experience with annuity and insurance case design for HNW clients
- Background in fee-based or fee-only independent advisory environment
Core Competencies
The ideal candidate brings both the technical depth to lead complex planning conversations and the leadership presence to manage and develop a service team. We are looking for someone who is precise without being rigid, confident without being dismissive, and driven by the quality of their work as much as their results.
- 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
Behavioral Fit
Role
This role requires someone who brings structure to complex situations and earns trust through consistent follow-through. You will be most successful here if you:
- Lead with planning and preparation, not product or performance
- Communicate directly and clearly, even when the message is a difficult one
- Hold your team to a high standard with both warmth and firmness
- Operate with a strong sense of duty to clients, colleagues, and the firm
- Embrace change when the evidence supports it and ask good questions when it doesn’t
- Are ready to grow into expanded responsibility as the firm scales
Benefits And Compensation
- Salary $100,000-120,000
- Paid time off
- Health and dental insurance
- 401(k)
- Profit Sharing
Skills
Financial Services