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 with immediate entry for 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
- Business 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 Position/s
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
- Leadership within the firm, mentoring and fostering a collaborative and supportive work environment
- Building connections in the community as a respected expert in wealth management
REQUIREMENTS FOR A WEALTH MANAGEMENT ADVISOR:
- Be a CERTIFIED FINANCIAL PLANNER™ practitioner
- Bachelor's degree
- Three years of experience in financial planning and investment management as the lead advisor
- Leadership potential
- Strong networking abilities and a proactive approach to sourcing and securing new clients.
- Active involvement in community initiatives and organizations, demonstrating a commitment to service
- Demonstrate a strong willingness and enthusiasm to build and grow the firm
- Strategic vision and the ability to see the bigger picture for our clients as well as our firm
Wealth Management Internships
Corvus Wealth Advisors offers a limited number of paid internships throughout the school year and over the summer. Our internships generally align with the academic calendar of Cal Poly San Luis Obispo, with candidate screening and interviews taking place several months before each internship begins:
Spring: approximately January through May, with applications reviewed and interviews generally conducted in October and early November
Summer: approximately June through August, with applications reviewed and interviews generally conducted in January and February
Fall: approximately September through December, with applications reviewed and interviews generally conducted in May through July
Internship preference is given to students in their last two years of study in related fields, such as Finance or Business, and to those interested in pursuing careers in financial planning, wealth management, or related areas.
Corvus internships are 100% in person. Interns should expect to work from both our San Luis Obispo and Templeton offices during the course of their internship. During the academic year, interns generally work approximately 10–15 hours per week during Corvus business hours. To provide a more meaningful work experience and allow interns to become involved in substantive projects, we prefer schedules that allow for work blocks of approximately four hours when possible.
Students interested in a future internship are welcome to apply in advance of the applicable interview period. To apply, please email your resume and cover letter to info@corvuswealth.com. In your email, please indicate which internship term or terms you are interested in—Spring, Summer, Fall, or more than one. We will discuss specific work schedules and availability during the selection process.
Ready to Apply?
Please send a current resume and cover letter specific to the position you are applying for to Info@corvuswealth.com. Once we review your resume, we will reach back out to you with more details on our process.