Redwood Money LLC Senior Financial Advisor San Jose, CA · Full time Company website

Apply for Senior Financial Advisor

Redwood Money is an independent Registered Investment Adviser based in San Jose, CA. Since our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches:

• Tech Professionals (Equity/RSU/ISO planning),
• Small Business Owners,
• Retirees.

Our high-touch, high-impact work has led to a consistent client referrals and 95%+ client retention.

The Role

We are looking for a Senior Financial Advisor to serve as a Lead Relationship Manager supporting new and existing client relationships. You do not need to bring a book of business. We provide the leads and the marketing infrastructure. Your job is to lead the planning process, manage high-touch client relationships, and mentor associate advisors as we scale.

Why Redwood Money?

• Clients First: We are a 100% fee-only fiduciary firm. No product sales, corporate red tape, or sales managers.
• In-Depth Planning: You’ll work on complex, rewarding cases involving Silicon Valley tech comp, retirement distribution strategies, and in-depth business planning.
• Modern Flexibility: Our high performance, high autonomy culture includes a hybrid work environment to maximize work time and minimize commuting time.
• Impact & Mentorship: You will play a key role in shaping our firm's future and training our next generation of talent.
• Startup Speed: We provide an exceptional client experience by experimenting with new ideas, integrating new technology, and committing to continuous improvement.

Qualifications

• Credentials: Active CFP® designation required.
• Experience: 7+ years in a client-facing wealth management role.
• Knowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies.
• Exceptional Communication: Clients trust you because you care and you listen. They leave meetings understanding their goals and finances better.
• Location: Must be local to the San Jose/South Bay area (<40 miles) to support our hybrid model.

Compensation & Benefits

• Competitive Base Salary: $140,000+, tailored to San Jose market and experience.
• Uncapped Incentive Bonus: A transparent performance structure tied to the clients and revenue you support.
• Benefits: 401(k) with match, health benefits, unlimited PTO.
• Charitable Giving & Community Impact: Donation matches to causes you support, Paid volunteer time, and firm supported pro-bono advice.