facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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


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.  

    A RETIREMENT PLAN Associate FOCUSES ON:

  • 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

    • REQUIREMENTS FOR A RETIREMENT PLAN ADVISOR:

  • 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

  • Be a CERTIFIED FINANCIAL PLANNER™ practitioner
  • Bachelor's degree
  • Three year's experience in financial planning and investment management

    •      


    Financial Planning Associate

    A Financial Planning Associate works closely with the Advisor/s and assists with the day-to-day support and service of private wealth management clients and non-profit endowments or family foundations.   

    A financial planning associate FOCUSES ON:  

  • Comprehensive Financial Planning, including retirement planning, education planning, insurance needs analysis, cash-flow needs, debt analysis, estate planning, and tax planning
  • Client relationship support and management
  • Operational support and client service
  • Client account opening and maintenance 

    • REQUIREMENTS FOR A financial planning Associate:

  • Bachelor's degree
  • Willingness to obtain further credentials, such as the Series 65 certification, Financial Paraplanner Qualified Professional (FPQP), or the CFP® certification 


    • Ready to Apply?  

    Please contact us via the link below for next steps

     Contact Us