Lead Advisor

Lead Advisor2021-04-13T13:44:19-07:00

Join Our Team

We are currently seeking someone for a Lead Advisor role on our dynamic advisory team.

About the Firm

North Berkeley Wealth Advisor Team

We are a mission-driven wealth management firm that provides engaging financial planning and investment management for a diverse client base of individuals, families, and organizations. Since 2005 we’ve helped our clients protect and grow their assets in a way that accomplishes their goals and aligns with their values. At North Berkeley, we emphasize relationships and a deep commitment to the well-being of our clients, staff, and communities.

About the Role

  • We are looking for a dynamic individual to join our advisor team with the ability to lead and support existing client relationships
  • This person will coordinate with other team members and external professionals to implement financial plans on behalf of clients
  • Meet with prospective clients as part of an advisor team. Experience with business development is a plus, but not a requirement.
  • The ideal candidate will be able to lead client meetings shortly after integration on the team and provide an experience that helps the client feel supported, known, and calm about their financial landscape.
  • Be an active mentor and mentee within our firm. We have a collaborative team culture with cross-training and mentorship built into our work.


  • Minimum of 3-5 years of relevant industry experience at RIA or investment firm
  • CFP® required, or demonstrated progress toward acquiring the CFP®. Other credentials are a plus.
  • Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work
  • Ability to take ownership of work role and responsibilities
  • Demonstrated passion in high‐touch client service
  • Familiarity with or interest in ESG investing is a plus

Compensation and Benefits

  • Base compensation and bonus will be discussed with qualified candidates.
  • 401k plan with 3% guaranteed firm contributions and additional company discretionary profit sharing contribution.
  • Fully paid medical benefits for employee and all dependents through Kaiser Permanente, Delta Dental.  Employee premiums for LTD insurance paid by North Berkeley.
  • Payment for classes and study materials for professional education.
  • Three weeks of paid-time-off, ten market holidays, and forty hours of service time off
  • Collaborative and fun work environment

North Berkeley Wealth Management values a diverse workforce. Women, people of color, members of the LGBTQ+ community and people with disabilities, are strongly encouraged to apply.

How to Apply

Applicants should submit an email to people@northberkeleywealth.com

All applicants must provide a cover letter and resume. References will be requested for qualified applicants in later stages of the hiring process.

History as Context

Tax rates and mortgage rates are both on the rise. For some investors, these shifts may indicate negative trends for market prices and economic growth. If we zoom out for perspective, history tells us that these increases may not be such a bad thing.

Elemental Beauty

April - June 2021
Explore the mesmerizing work of Richmond-based artist, Stephen Bruce who uses a variety of acids to paint on metal surfaces. Join us for a virtual artist reception on April 29.