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Interested in Joining
Corvus Wealth Advisors?

Join Our team

We are always on the lookout for enthusiastic, committed, and detail-oriented individuals to contribute to our formula for success. Our priority is putting our clients’ needs first and if you’re someone who has superior client service skills and a great work ethic, we want to hear from you. 

As an established firm, we’re continuously growing our financial advisory business to offer the tools, resources, and motivation necessary to help our clients, and one another, build a great future.

Minimum Requirements for All Positions:

  • Ethical
  • Positive and constructive
  • Service focused
  • Team player
  • Excellent communicator

  • Diligent
  • Self Starter
  • Tech-savvy
  • Value work-life balance
  • Committed to continuous learning

Compensation, Logistics and Perks:

  • Competitive salaries benchmarked annually
  • Some positions eligible for incentive bonuses
  • 401(k) Plan after 6 months of full-time employment with discretionary match and safe harbor contribution
  • Health Reimbursement Allowance (HRA) monthly after 90 days
  • Starting at 120 hours of PTO accrued annually
  • 9 Paid holidays annually
  • In-office work at two locations, San Luis Obispo and Templeton, on the beautiful Central Coast of California
  • A friendly and transparent work culture that values a work-life balance for all employees
  • Casual, yet professional office dress
  • Free financial planning and investment management for employee accounts
  • Matching donation to a non-profit, as well as flex time to allow for up to 20 hours of service annually

Available Positions

Retirement Plan Advisor

A Retirement Plan Advisor specializes in providing advisory consulting services to employer-sponsored retirement plans working with the company sponsors, key employees, investment committees, as well as the participants in the plan.  

A retirement Plan ADvisor Focuses on:  

  • Client relationship management
  • Business development
  • Retirement plan expertise and consulting
  • New retirement plan establishment
  • Conversions of existing retirement plans
  • Ongoing retirement plan support
  • Vendor management
  • Fiduciary Investment Reviews
  • Employee education one-to-one and group presentations
  • Participant financial advice
  • Requirements for a retirement plan advisor:

  • Deep understanding of the rigorous ERISA standards
  • Passion for the qualified retirement plan field
  • Bachelor's degree
  • NAPA CPFA designation and a Series 65 Certification or equivalent certification
  • 2 years of experience in retirement plan consulting

    Retirement Plan Associate

    A Retirement Plan Associate works closely with the Advisor/s and assists with the day-to-day operations and services provided to our employer-sponsored retirement plans.  


  • Client relationship management support
  • Vendor management support
  • Employee education one-to-one and group presentations
  • Client service calendar management
  • Ongoing retirement plan support and service
  • Operational support

  • Sincere interest in retirement plan consulting and the qualified retirement plan field
  • Desire to learn about the rigorous ERISA standards
  • Bachelor's degree
  • Willingness to obtain further credentials, such as the Series 65 or NAPA CPFA credential

  • Wealth Management Advisor

    A Wealth Management Advisor specializes in Comprehensive Financial Planning and Investment Management for private wealth clients as well as Investment Management for Non-Profit Endowments and Family Foundations.

    A wealth management ADVISOR FOCUSES ON:

  • Comprehensive Financial Planning, including retirement planning, education planning, insurance needs analysis, cash-flow needs, debt analysis, estate planning, and tax planning
  • Investment management
  • Client relationship management
  • Business development
  • REQUIREMENTS FOR a wealth management advisor

  • Bachelor's degree
  • Three year's experience in financial planning and investment management

    Administrative Assistant

    An administrative assistant works closely with our client-facing and operation teams to provide essential administrative support in a fast-paced team environment to assist with our clients' day-to-day support and service. 

    an administrative assistant FOCUSES ON:  

  • Administrative support and client service
  • Meeting preparation, including scheduling, report preparation, and client communication
  • Ensuring customer relationship management technology is accurate and up to date for all clients
  • Maintain accurate and up to date required client records
  • REQUIREMENTS FOR An Administrative assistant:

  • Bilingual in English and Spanish
  • Desire to learn about Wealth Management and Employer-Sponsored Retirement Plans
  • Previous work in a professional or customer-oriented setting preferred

  • Ready to Apply?  

     Apply Here