Wealth Advisor

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

• 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

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

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

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

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.

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