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Senior Advisor Jobs in San Ramon, CA (NOW HIRING)

Jobtailor

Senior Portfolio Advisor

San Francisco, CA · On-site

$250 - $450/hr

Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients * Technical expertise with a broad range of investment solutions * Completion of any of the following is highly ...

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All JobsAdvisor JobsSenior Advisor JobsSenior Advisor Jobs in San Ramon, CA

Senior Advisor information

See San Ramon, CA salary details

$55.9K

$154.2K

How much do senior advisor jobs pay per year?

As of Aug 24, 2026, the average yearly pay for senior advisor in San Ramon, CA is $145,713.00, according to ZipRecruiter salary data. Most workers in this role earn between $152,500.00 and $153,100.00 per year, depending on experience, location, and employer.

What is a senior advisor?

A Senior Advisor is an experienced professional who provides high-level guidance, strategic advice, and expertise to organizations, executives, or teams. They often have years of specialized experience in their field and help shape key decisions, solve complex problems, and mentor other staff. Senior Advisors may work in a variety of industries, including business, government, or non-profits, and their role can be either internal or as an external consultant. Their input is valued for its depth of knowledge, broad perspective, and ability to drive effective outcomes.

How does a senior advisor typically collaborate with executive leadership and cross-functional teams?

Senior Advisors are often called upon to provide strategic guidance and insights directly to executive leadership, while also working closely with cross-functional teams to implement organizational initiatives. They facilitate communication between departments, synthesize complex information, and ensure that recommendations align with overall business objectives. This role requires strong interpersonal skills, as Senior Advisors must build trust and foster consensus among stakeholders with diverse perspectives. Regular meetings, strategic planning sessions, and ad-hoc consultations are common aspects of their collaborative work.

What are the key skills and qualifications needed to thrive as a senior advisor, and why are they important?

To thrive as a Senior Advisor, you need deep expertise in your field, strong analytical abilities, and often an advanced degree or relevant professional experience. Familiarity with project management tools, data analysis software, and industry-specific platforms is typically expected. Exceptional communication, strategic thinking, and leadership skills help you build trust and guide high-level decision-making. These capabilities are crucial for delivering valuable insights, influencing stakeholders, and driving organizational success.

What is the difference between Senior Advisor vs Consultant?

AspectSenior AdvisorConsultant
Required CredentialsAdvanced degrees, industry certifications often preferredRelevant degrees, certifications vary by specialization
Work EnvironmentStrategic roles within organizations, often in advisory capacitiesProject-based, external or internal client work
Employer & Industry UsageCommon in corporate, government, and non-profit sectors for high-level adviceWidely used across industries for expert project support
Search & Comparison IntentUnderstanding senior-level advisory roles and responsibilitiesClarifying consulting roles and scope of work

The main difference between a Senior Advisor and a Consultant lies in their roles and engagement scope. Senior Advisors typically provide strategic guidance within organizations, often holding long-term or high-level responsibilities. Consultants usually work on specific projects, offering expert advice for a limited period. Both roles require relevant credentials, but Senior Advisors often have more extensive experience and industry knowledge, focusing on strategic impact rather than just project execution.

How do senior advisors get paid?

Senior advisors are typically paid through a combination of base salary, performance bonuses, and sometimes equity or profit-sharing arrangements. Compensation varies based on industry, experience, and the organization, and may include benefits such as health insurance and retirement plans.

How do you become a senior advisor?

To become a senior advisor, individuals typically need extensive experience in their field, often 5-10 years, along with demonstrated expertise and leadership skills. Relevant education, certifications, and a strong professional network can also support advancement to this role, which often involves strategic planning and advisory responsibilities.

What does a senior advisor do?

A senior advisor provides expert guidance and strategic advice to organizations or clients on specific issues or projects. They analyze complex problems, develop solutions, and often collaborate with leadership to support decision-making, utilizing their experience and specialized knowledge. Senior advisors may also oversee project implementation and ensure alignment with organizational goals.

What are the most commonly searched types of Advisor jobs in San Ramon, CA?

The most popular types of Advisor jobs in San Ramon, CA are:

What are popular job titles related to Senior Advisor jobs in San Ramon, CA?

For Senior Advisor jobs in San Ramon, CA, the most frequently searched job titles are:

What job categories do people searching Senior Advisor jobs in San Ramon, CA look for?

The top searched job categories for Senior Advisor jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Senior Advisor jobs?

Cities near San Ramon, CA with the most Senior Advisor job openings:

Senior Advisor jobs near you
Infographic showing various Senior Advisor job openings in San Ramon, CA as of August 2026, with employment types broken down into 95% Full Time, and 5% Contract. Highlights an 100% In-person job distribution, with an average salary of $145,713 per year, or $70.1 per hour.

Licensed Financial Advisor Opportunities

Valued Merchant Services

San Francisco, CA • On-site

$75 - $90/hr

Other

Medical, Life, Retirement

Re-posted 2 days ago

Job description

Licensed Financial Advisor Opportunities

Spalding Hall Enterprises, LLC Recruiting Firm

Financial Advisor Opportunities for advisors with $25M in portable business San Francisco, CA, New York

A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets.

This is an opportunity to align with a world-class organization known for sophisticated wealth strategies, elite client service, institutional-level resources, and an exceptional advisor support platform.

We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.

Two Distinct Career Paths 1. Advisor Development Track Partner with a Seasoned Senior Advisor

Ideal for advisors looking to accelerate growth through mentorship, advanced planning exposure, and institutional support.

Compensation
  • Base Salary: $75,000–$90,000
  • Performance Bonuses
  • Total Compensation Potential: Up to $250,000+ annually
What You’ll Gain
  • Direct mentorship from a senior advisor
  • Hands‑on development with high-net-worth clientele
  • Structured growth and career advancement
  • Access to sophisticated planning strategies and proprietary tools
2. Independent Advisor Channel Build Your Practice with Full Institutional Support

Designed for experienced advisors seeking greater autonomy, significantly higher payout structures, and long-term practice scalability.

Compensation
  • 80%–85% Commission Payout
  • Total Compensation Potential: $325,000–$450,000+ annually
Firm Support Includes
  • Dedicated support staff
  • Marketing and branding support
  • Advanced training and development
  • State‑of‑the‑art technology and practice management tools
  • E&O insurance coverage
  • Travel expense reimbursementFull operational infrastructure
Why Advisors Join Our Firm

We believe exceptional advisors deserve exceptional support.

Benefits & Advantages
  • Outstanding collaborative culture
  • Elite wealth management platform
  • Cutting‑edge technology and planning tools
  • Competitive compensation structure
  • Uncapped monthly bonus opportunities
  • Comprehensive benefits package including:
    • Health insurance
    • Retirement benefits
    • Life insurance
    • Long‑term disability coverage
  • Superior succession and retirement transition strategies
  • Long‑term career growth and leadership opportunities
  • Ongoing coaching, mentorship, and professional development
Requirements Minimum Qualifications
  • 3–5 years of financial advisory experience
  • Demonstrated success working with high-net-worth clients
  • Existing book of business with approximately $25M–$50M in AUM
  • FINRA Series 7 License
  • Series 63 or 66
  • Series 65 or 66
  • Active State Insurance Licenses:
    • Health
    • Life
    • Variable Products
Required Qualifications:
  • Four‑year college degree or equivalent experience
  • Legally authorized to work in the United States without sponsorship
  • Entrepreneurial mindset with strong business development capabilities
  • Desire to grow within a coaching and peer‑learning environment
  • Proven track record of consistent production and client retention
  • Strong interpersonal, relationship‑building, and communication skills
Ideal Candidate Profile

You are a relationship‑driven advisor who thrives in a performance‑oriented environment and wants access to institutional‑quality resources without sacrificing entrepreneurial freedom.

You value:

  • Growth
  • Independence
  • Elite client experiences
  • Long‑term wealth creation
  • Collaborative excellence
  • Building a lasting advisory business
Apply Today

If you are ready to take your advisory career to the next level with the support of a top‑tier investment banking and wealth management platform, we encourage you to apply confidentially today. Send resume and LinkedIn profile to: shawnspaldingrecruitment@gmail.com

Are you eligible for employment in the US?

Do you currently have a portable book of business of $10M or more?

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