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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
Financial Planning & Case Design
Team Leadership & CSA Oversight
Operations & Firm Initiatives
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:
Preferred:
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.
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:
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.
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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