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Job description
Servicing Financial Advisor
nLocation: Exeter, CA or Remote (Hybrid Option Available)
nCompany: Harvest Wealth Group
nSalary Range: $100,000–$130,000 + Bonus
nAbout Us
nAt Harvest Wealth Group, we’ve built something different:
nNo chaos.
nNo egos.
nNo one left without support.
nWe’re a growing $400M+ AUM financial planning firm headquartered in Exeter, CA, serving the backbone of America—the hard-working families we’re proud to call clients.
nAt Harvest Wealth Group, our mission is to obsessively serve our team and clients so they feel known, valued, and loved . _
n_
n** ** Our Core Values: ** **Scrappy | Stronger United | Excellence Wins | Unyielding Integrity
nOur team operates on the Entrepreneurial Operating System (EOS) and is structured into
nDiamond Teams — small, high-functioning advisor groups that deliver exceptional,
nconsistent service through shared accountability.
nEach Diamond Team pairs a Senior Financial Advisor with up to two Servicing Financial Advisors
nand dedicated operational support. The Senior Advisor leads strategy and drives growth.
nThe Servicing Advisor ensures every client feels deeply cared for and that their financial
nplan is executed with excellence. If you thrive in client relationships, enjoy bringing clarity to complex planning
nconversations, and want to grow your advisory career within a high-performing, purpose-driven
nfirm, this role is your next step.
nThe Role
nAs the Servicing Financial Advisor (Lead FA), you’ll be the primary relationship manager for
napproximately 200 clients, meeting directly with them for ongoing reviews, updates, and
nservice-related discussions to keep them confident and informed.
nYou’ll serve as their trusted day-to-day advisor—managing follow-ups, running planning
nscenarios, handling service needs, and ensuring a smooth, proactive, relationship centered
nexperience.
nYou’ll also work closely with the Senior Advisor to uncover opportunities, identify planning
nneeds, address insurance gaps, and strategically grow wallet share within your team’s
nclient base.
nThis position is ideal for someone currently in a Paraplanner or Associate Advisor role
nwho is ready to take on more client interaction and ownership without the added pressure
nto close sales.
nWhat You’ll Be Doing
nRelationship Management
n• Serve as the main point of contact for ~200 assigned clients.
n• Respond quickly and follow through completely—no loose ends.
n• Conduct annual review meetings for maintenance clients.
n• Make proactive check-in calls to deepen relationships and uncover needs.
n_Financial Planning & Meeting Preparation _
n• Prepare and update financial plans, meeting materials, and review packages.
n• Interpret planning results and translate them into clear, actionable conversations.
n• Collaborate with the Senior FA to execute plan-related recommendations.
nClient Service Execution
n• Own all client-facing service conversations (distributions, RMDs, beneficiary
nchanges, etc.).
n• Coordinate execution with the Operations Team while maintaining full client
ncommunication responsibility.
n• Track all communication and next steps in the CRM with accuracy and detail.
nOpportunity Identification
n• Identify planning gaps or opportunities within existing relationships.
n• Surface sales opportunities to the Senior FA for strategic discussion.
n• Prepare supporting materials, proposals, or data needed for Senior FA.
nSales Support Follow-Through (Execution Only)
n• Assist when a client chooses to move forward with planning or investment changes:
no Call 401(k)/pension companies with clients for rollovers.
no Follow up with clients on statement requests, additional information, signing
npaperwork, or courtesy reminders and updates.
no Gather insurance/medical documents to prevent delays.
no Ensure every step of the process is accurate and timely.
n• Provide complete and thorough directives for the Operations team to execute client
nservice requests, plan agreements, investment directives, and open new accounts.
nWhat You’ll Bring
nLicenses
n• Series 7 and 66 (or 63 & 65) - REQUIRED
n• California Life Insurance License preferred
n• CFP preferred
nExperience
n• 3+ years in financial planning, paraplanning, or advisory support REQUIRED (THIS IS NOT AN ENTRY LEVEL POSITION)
n• Experience working directly with clients REQUIRED
nMindset & Approach
n• Self-motivated, relationship-first, detail-driven, and accountable
n• Thrives in a structured, process-oriented environment
n• Enjoys collaboration and sees shared success as the goal
n• Loves helping clients understand the “why” behind their plan
nREQUIRED Financial Planning and Technical Skills
n• Comprehensive Data & Document Analysis
nAbility to gather, verify, and interpret complex client data across cash flow, tax
nreturns, insurance policies, investment accounts, retirement plans, equity
ncompensation, and estate documents—ensuring accuracy, completeness, and
nsuitability for planning.
n• Advanced Financial Plan Construction (MoneyGuidePro)
nBuild full financial plans including goals, protection modules, Social Security
nintegrations, tax strategies, what-if scenarios, and multi-year projections; translate
noutputs into clear, actionable insights for clients and advisors.
n• Investment Portfolio Evaluation
nConduct thorough portfolio analysis, including performance relative to
nbenchmarks, risk alignment using Nitrogen or similar tools, cash reserve adequacy,
ntax-efficient asset placement, cost-basis strategies, concentration risk, cash drag,
nand overall portfolio suitability.
n• Retirement Income Planning
nDesign and evaluate multi-source retirement income strategies through effective
nwithdrawal sequencing, Monte Carlo stress testing, coordination of RMDs, Social
nSecurity optimization, annuity income integration, tax bracket management, and
nMedicare IRMAA awareness.
n• Insurance & Annuity Analysis
nReview and evaluate term, whole life, universal life, indexed universal life, variable
nuniversal life, and annuities (fixed, indexed, variable), including running and
ninterpreting in-force illustrations, comparing product structures, identifying gaps,
nand determining policy suitability or replacement opportunities.
n• Tax-Aware Planning
nModel Roth conversions, distribution strategies, capital gains impacts, and multiyear
ntax projections using Holistiplan or equivalent tool; apply working knowledge of tax brackets
nsurtaxes, Medicare thresholds, and tax-efficient investment and withdrawal strategies.
n• Estate & Legacy Planning Integration
nReview wills, trusts, and POAs for alignment with client goals; identify
ninconsistencies in titling or beneficiary designations; support Wealth.com
nonboarding; flag unfunded or outdated estate structures; and recognize
nopportunities for legacy planning, incapacity planning, and generational wealth
ntransfer.
n• Synthesis & Communication
nDistill complex financial data into clear insights, advisor talking points, and client-friendly explanations—ensuring
ndecisions are well-supported, compliant, and aligned with the client’s long-term goals.
nOur Leadership
nAt Harvest Wealth Group, you will be led by a leader who combines high expectations with
nhigh support in an environment that is constantly evolving. Elizabeth’s leadership style is
ndirect, fast-paced, and deeply invested in both client excellence and advisor growth.
nWhile she provides structure, accountability, and clear priorities, she also leads within a
nfirm that is rapidly growing, innovating, and pushing the status quo in financial planning,
ntechnology adoption, acquisitions, and operational processes. This means clarity is always
nthe goal — but the business is dynamic, and change is constant.
nAdvisors who thrive here are energized by a moving target, and can maintain high attention to
ndetail in client-facing work even during periods of transition, and have the stamina to
noperate in an environment where growth requires navigating ceilings of complexity and
nadapting quickly to unforeseen obstacles.
nIf you value direct feedback, personal mastery, innovation, and being part of a high-
nperformance team that is building something bigger than the status quo, you will thrive
nhere.
nYou Will Absolutely Love This Job If You:
n• Love being a trusted, ongoing advisor to clients.
n• Enjoy personal growth, constructive feedback, and continuous improvement.
n• Want to grow your technical planning skills across tax, investments, insurance, and
nestate planning.
n• Are energized by collaboration and team success.
n• Enjoy transforming data into simple, meaningful client conversations.
n• Take pride in prompt execution, accuracy, and professionalism.
n• Want a long-term path toward Senior FA responsibilities.
n• Love being challenged and operating at a high standard.
nYou Will Hate This Job If You:
n• Need constant direction and struggle to work independently.
n• Get overwhelmed by details or frequently miss them.
n• Dislike technology or get frustrated learning new systems.
n• Are sloppy with data entry, notes, or documentation.
n• Struggle to prioritize and can’t switch between tasks without losing accuracy.
n• Prefer to wing it instead of following proven workflows.
n• Avoid accountability or constructive feedback.
n• Prefer to work alone and resist team collaboration.
n• Shut down under pressure or when multiple deadlines stack up.
nWhat Success Looks Like
n• Clients feel known, valued, supported, and confident in their plan.
n• All reviews, tasks, and follow-ups are completed quickly and accurately.
n• Senior FA is freed to focus on new business and strategic planning.
n• The Diamond Team operates as one—efficient, proactive, and client-obsessed.
n**Salary & Benefits **
n• Base Salary: $100,000 – $130,000 (depending on experience)
n• Bonus: Quarterly performance bonus tied to client satisfaction, planning delivery,
nand team metrics
n• 401(k): up to 3% match or 4% employer contribution with a 5% employee deferral
n• Benefits: 100% company-paid health, dental, and vision coverage
n• PTO: Unlimited PTO with advance manager approval
n• Sabbatical: One-month paid sabbatical every 3 years of service
n• Schedule:
no Monday–Thursday: 8:30 a.m. – 5:00 p.m. Pacific
no Friday: 8:30 a.m. – 1:00 p.m. Pacific
nHow to Apply
nIf you’re a planner at heart who loves people and is ready for more client interaction, we’d
nlove to meet you. Submit your resume and cover letter through our online portal and tell us why you’d thrive
non our Team.
Worksite address
exeter, CA, 93221, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.