VP, Wealth Management Advisor

skillventory - A Leading Talent Research Firm

Wealth Management Advisor developing comprehensive financial plans and wealth strategies for clients. Building deep relationships and providing superior service across life stages and generational wealth transfer.

Posted 7/14/2026full-timeSacramento • California • 🇺🇸 United StatesLead💰 $96,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing comprehensive financial plans and wealth strategies, with a strong focus on client relationship management and sophisticated product offerings. Holds necessary licenses and possesses extensive experience in the financial services industry.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseFinancial Service ExperienceWealth ManagementTrust and Estate Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Comprehensive Financial PlanningWealth StrategiesInvestment StrategyTax StrategyCash Flow Management

Soft Skills

Client Relationship ManagementSuperior Service

Certifications & Qualifications

FINRA Series 7FINRA Series 66

Industry Keywords

Broker/DealerRIA MarketplaceGenerational Wealth TransferComplex PlanningSophisticated Product Offerings

About the role

Key responsibilities & impact

The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer
Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy

Requirements

What you’ll need

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
A sound understanding of the Broker/Dealer and RIA marketplace
Bachelor’s Degree required

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career