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
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Serve as primary advisor for C and D-tier clients and select B-tier relationships
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Lead client review meetings, build planning deliverables, and manage the full service cycle
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Collaborate with senior advisors on A-tier and complex planning situations
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Maintain a consistent, high-quality client experience aligned with PWM’s service standards
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Support migration to digital client touchpoints (digital reviews, portal adoption) as part of the firm’s evolving service model
Financial Planning & Case Design
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Lead comprehensive financial plans covering investment strategy, retirement, tax, insurance, and estate planning
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Own case design and illustrations for insurance and advanced planning scenarios
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Research and apply current planning strategies relevant to high-net-worth clients
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Remain current on tax law changes, regulatory updates, and industry best practices
Team Leadership & CSA Oversight
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Provide daily direction, oversight, and performance feedback to two Client Service Associates
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Review and approve meeting preparation materials; CSAs draft, G2 Advisor signs off before client delivery
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Set clear expectations, hold accountability, and create a structured, high-performing team environment
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Maintain consistent in-office presence to provide direct, reliable leadership
Operations & Firm Initiatives
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Oversee client onboarding, asset transfer processes, and service requests
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Partner with the Director of Business Integration & Strategy on workflow improvements and firm projects
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Contribute to the firm’s operational development and adoption of RFG platform tools
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:
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CFP® designation (CERTIFIED FINANCIAL PLANNER™)
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7–10 years of experience in financial planning or wealth management
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Series 65 or Series 66 license (or ability to obtain within 90 days)
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In-office availability, full-time, Santa Clarita, CA
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Experience managing or providing direction to support staff or junior team members
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Demonstrated track record of owning HNW client relationships independently
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Life & Health insurance license
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Experience with eMoney, MoneyGuidePro, or comparable financial planning software
Preferred:
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Familiarity with Orion
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Experience with annuity and insurance case design for HNW clients
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Background in fee-based or fee-only independent advisory environment
Compensation:
$120000
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.
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Financial Planning Excellence
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Client Relationship Management
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Team Leadership & Development
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Case Design & Insurance Knowledge
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Detail Orientation & Follow-Through
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Clear, Confident Communication
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Operational Discipline
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Adaptability & Tech Adoption
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Sound Judgment Under Pressure
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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:
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Lead with planning and preparation, not product or performance
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Communicate directly and clearly, even when the message is a difficult one
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Hold your team to a high standard with both warmth and firmness
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Operate with a strong sense of duty to clients, colleagues, and the firm
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Embrace change when the evidence supports it and ask good questions when it doesn’t
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Are ready to grow into expanded responsibility as the firm scales
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.
Benefits and Compensation:
- Salary $100,000-120,000
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Paid time off
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Health and dental insurance
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401(k)
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Profit Sharing
