Local Financial Advisor at Exeter, CA location

• Serve as a steady, trusted point of contact for clients while ensuring their needs are addressed by the appropriate advisor or specialist as complexity increases.
• Prepare for and lead client meetings, reviews, and ongoing conversations.
• Explain financial recommendations clearly and confidently in client-friendly language.
• Own post-meeting execution, follow-ups, and coordination with internal teams.
• Ensure timely completion of tasks, account actions, and service requests.
• Maintain strong retention across a book of lower-complexity, higher-volume relationships.

• Support implementation and maintenance of financial plans and investment strategies once recommendations are made.
• Coordinate account changes, investment actions, and required documentation in partnership with Operations.
• Monitor progress on recommendations and ensure consistent follow-through.

• Maintain complete, accurate, and timely CRM documentation for all client interactions.
• Operate within established workflows, service standards, and compliance requirements.
• Surface issues early and proactively rather than reacting after problems arise.

• Clients feel supported, understood, and confident in their relationship with the firm.
• Client needs are anticipated and addressed proactively.
• Client relationships are retained and serviced appropriately within the VPC model.
• Collaboration across advisory teams feels seamless from the client’s perspective.
• Opportunities are handled in a way that aligns with the client’s complexity and long-term best interests.
• Client meetings, follow-ups, and documentation are completed accurately and on time.
• Revenue grows within the VPC segment without compromising service quality or capacity.
• The firm operates with clarity, consistency, and scalable capacity.

• Active Series 7 & 66 (or equivalent)
• Prior experience as a financial advisor or relationship manager in wealth management or financial services.
• Comfort managing a book of business with both service and sales responsibility.
• Strong communication skills and professional presence with clients.
• Ability to manage multiple client relationships efficiently without sacrificing quality.
• Comfort working within defined processes and service models.
• Demonstrated follow-through, organization, and accountability.
• Demonstrated ability to exercise sound judgment and collaborate effectively when client needs extend beyond defined segmentation or individual expertise.

At Harvest Wealth Group, you will be led by a leader who combines high expectations with high support in an environment that is constantly evolving.

Elizabeth’s leadership style is direct, fast-paced, and deeply invested in both client excellence and advisor development.

While she provides structure, accountability, and clear priorities, she also leads within a firm that is actively scaling—refining service models, strengthening segmentation, expanding sales offerings, integrating new technology, and preparing for growth through acquisitions.

This means clarity is always the goal—but the business is dynamic, and change is constant.

Advisors who thrive here are energized by a moving target, can maintain strong attention to detail in client-facing work during periods of transition, and are comfortable operating in an environment where growth requires sound judgment, adaptability, and respect for clearly defined roles and processes.

If you value direct feedback, personal mastery, collaboration, and being part of a high-performance team that is building something bigger than the status quo, you will thrive here.________________________________________

You Will Absolutely Love This Job If You:

• Love being a trusted, ongoing advisor to clients.
• Enjoy balancing relationship management with sales responsibility.
• Value clear expectations, constructive feedback, and continuous improvement.
• Are energized by collaboration and team success.
• Enjoy guiding clients through decisions with clarity and confidence.
• Take pride in prompt execution, accuracy, and professionalism.
• Are motivated by earning increased responsibility through demonstrated performance.
• Appreciate operating within a structured service and segmentation model.

• Need constant direction or struggle to work independently.
• Get overwhelmed by managing multiple client relationships.
• Dislike technology or resist learning new systems and workflows.
• Are inconsistent with documentation, follow-through, or communication.
• Struggle to prioritize or manage time across a defined client segment.
• Prefer to “wing it” or “go your own way” rather than operate within established processes.
• Avoid accountability, feedback, or performance measurement.
• Prefer rigid ownership over collaborative problem-solving in the service of the client.________________________________________

• Salary: $85,000–$120,000 + bonus (dependent upon experience)
• Incentive Compensation: Performance-based incentives tied to revenue, retention, and service metrics
• 401(k): 3% match + 4% employer contribution with a 5% employee deferral Benefits: Health, dental, and vision coverage
• PTO: Paid time off with advance manager approval
• Schedule:

o Monday–Thursday: 8:30 a.m. – 5:00 p.m.

Pacific

o Friday: 8:30 a.m. – 1:00 p.m.

Pacific

Our interview process is structured and thoughtful, designed to ensure a strong mutual fit.

Qualified candidates can expect multiple conversations focused on experience, judgment, and alignment with our standards and values.

Any final offer of employment will be contingent upon the candidate arranging reference conversations with former managers.

Ready to Apply?

If you enjoy owning client relationships, balancing service and growth, and working in an environment that values clarity and accountability, we’d love to hear from you.

Apply today with a resume and a cover letter to start the conversation.