HARVEST WEALTH GROUP

Lead Financial Advisor – Roseville, CA

$85,000–$130,000 base + bonuses | Full-Time | In-Person
*Not Available for virtual or hybrid, In-Person only

Ditch the grind. Keep the mission.

If you're an experienced advisor who's tired of chasing leads, worn out from building your own book, or just sick of the solo hustle, this is your shot at a better way.

At Harvest Wealth Group, we’ve built something different:

• No cold calling.
• No ambiguity.
• No ceilings.

Who We Are

We’re a $ 400M+ AUM firm headquartered in Exeter, CA, serving the backbone of America—the hard-working families you actually want to root for.

We exist to obsessively serve our team and clients so they feel known, valued, and loved. That’s not fluff. It’s our standard.

Visit our team and benefits page: Harvest Careers & Culture

The Role

As a Lead Advisor, you’ll be responsible for:

• Building trust as you serve an established client base as if they’re family
• Running review meetings, making financial planning recommendations, and building plans
• Proactively pursuing wallet share and referrals.
• Living out our service standards with relentless follow-through
• Meticulous detail in delegating to our centralized operations team. 

We’ll teach you the system. You just bring the hunger, heart, and humility to do it well.

What Success Looks Like

Each week, you’re expected to:

• Complete 12 client review meetings
• Identify and close opportunities within the existing book

  
  

  
  

  • Additional AUM
  • Financial planning for a fee
  • Insurance opportunities
• Check in calls with existing clients to deepen the relationship and trust

  We inspect what we expect—and we reward those who deliver.

What We’re Looking For

You’re a great fit if:

• You’re a CFP® (or close to it)
• Series 7, Series 66 (or combined Series 63 and Series 65), CA Life license
• You’ve got 3–5+ years in a client-facing advisory role.
• You love planning and strategy, not cold prospecting.
• You’re process-driven, emotionally intelligent, and service-obsessed
• You want mentorship, mastery, and a long-term career path.

What You Get

• $85K–$130K base salary, plus bonuses (no cap)
• Immediately available benefits
• Paid Medical, Vision and Dental benefits, Unlimited PTO, and 401(k) with match
• Paid 4 week Sabbatical every 3 years 
• A Diamond Team model that gives you structure, support, and growth
• Weekly coaching, quarterly 1:1s, and EOS-led leadership that invests in you
• A client base that trusts you, refers you, and actually shows up for meetings.
• The opportunity to advance to become a Senior Advisor or Team Lead 

Core Values That Drive Us

• We’re not for everyone. But if this sounds like you, we might be your people:

  
  

  
  

  • Scrappy – You don’t wait for perfect; you make it happen.
  • Stronger United – No egos. Just teammates.
  • Excellence Wins – Good isn’t good enough.
  • Unyielding Integrity – We do the right thing, always.

About the Diamond Team Model

This is our secret weapon. You’ll work inside a 3-person team:

• Senior Advisor – Manages the top 20% of clients and leads business growth.
• You (Lead Advisor) – Manage 60–80% of clients and drive new opportunities.
• Associate Advisor (as needed) – Supports you both, joins meetings, and preps plans.

It’s efficient. It’s scalable. And it gives every team member a clear lane to run in.

Want In?

Send us your resume and a brief cover letter. Tell us why this model fits who you are and where you want to go.

All selected applicants will be invited to an asynchronous interview.

JOB CODE: TVD