About Us
We are a professional, client-focused team dedicated to making a meaningful difference in the lives of those we serve. Our work is driven by a commitment to excellence, integrity, and long-term client success.

This is an outstanding opportunity to join a respected firm in the financial services industry.

We're seeking a collaborative, experienced client facing professional who is interested in a long-term role contributing to the continued growth and evolution of a well-established investment management and financial planning firm. The ideal candidate will possess strong communication and relationship-building skills, meticulous attention to detail, a service-oriented mindset, and the ability to manage multiple priorities in a dynamic, fast-paced environment.

This role requires a commitment to the highest standards of client service, professionalism, and ethical conduct. The successful candidate will be expected to operate with a strong understanding of regulatory requirements and a focus on delivering exceptional outcomes for our clients.

Our office environment is fast-paced and mission-driven, with a culture centered on enhancing the financial well-being of our clients.

Ideal Candidate Attributes:

Unwavering client-first mindset
Strong personal work ethic and sense of accountability
Demonstrates respect and professionalism in all interactions
High level of integrity and trustworthiness
Deep understanding of investments, financial markets, and planning strategies for high-net-worth individuals
Exceptional communication skills, both written and verbal
Operates in a fiduciary capacity, always acting in the best interest of the client
Remains composed and solutions-oriented under pressure
Proven ability to develop new relationships and convert prospective clients
Active and empathetic listener, inquisitive nature
Self-motivated and driven to excel
Strategic thinker with strong problem-solving abilities and a forward-looking mindset
Positive, enthusiastic attitude
Flexible and adaptable to evolving client needs and firm priorities
High energy with a proactive approach to challenges
Creative thinker with a passion for continuous learning and professional growth
Highly organized with strong attention to detail
Discreet, with a strong understanding of confidentiality and compliance obligations

Key Responsibilities:

Serve as the primary point of contact to cultivate and enhance long-term client relationships
Clearly communicate investment strategies and financial planning recommendations on an ongoing basis
Lead client meetings with thorough preparation and manage all follow-up tasks in a timely manner
Maintain accurate and detailed documentation of all client interactions
Contribute to firm growth by fostering new client relationships
Identify opportunities to consolidate external assets into the firm
Regularly review and update clients’ financial plans to ensure alignment with their goals

This is a full-time, in office position, in Walnut Creek, conveniently located near the Walnut Creek Bart station.

Compensation and Benefits:

$135,000 to $175,000, based on experience plus performance based bonus opportunities

401(k) with match
Health, dental, vision insurance
Flexible spending account
Life insurance
Paid time off

Experience:

Client-facing: 10 years (Required)

License/Certification:

Series 65 (or equivalent) (Required)
CFP (Preferred)

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal. A clean U-4 is also required.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Job Type: Full-time

Pay: $135,000.00 - $175,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

Financial Advisor: 10 years (Preferred)

License/Certification:

Series 65 or equivalent (Required)

Work Location: In person

Bedell Frazier

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