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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

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:   

  • Previous experience working for a registered investment advisor (RIA) is preferred.
  • Bachelor's degree (strong preference for finance-related fields)
  • Willingness to obtain further credentials, such as the Series 65 certification, Financial Paraplanner Qualified Professional (FPQP),or the CFP® certification


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 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


Client services associate

The Client Services Associate serves as an experienced operational and client service professional within the firm, delivering exceptional client service while ensuring the accurate and efficient execution of firm operations. This role requires prior experience in a financial services environment, strong attention to detail, and the ability to take ownership of responsibilities.

This position offers the opportunity for growth into increasing responsibility over time.

a client services associate FOCUSES ON:  

  • Delivering a consistently high-quality, professional client experience through timely communication and follow-through
  • Ensuring accurate and efficient processing of client accounts, paperwork, and custodial requests
  • Supporting advisors and internal teams by keeping client information, schedules, and workflows organized and up to date
  • Maintaining data integrity and documentation standards within the firm’s CRM and systems
  • Supporting firm operations by identifying issues early and helping ensure processes run smoothly
  • Acting with professionalism, discretion, and ethical judgment in all client and firm interactions

REQUIREMENTS FOR A Client Services Associate

  • Bachelor’s degree preferred
  • Prior experience in an RIA or financial services operations role strongly preferred
  • Skills and/or Certifications Preferred: Notary Public


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.