Senior Wealth Advisor & Client Partner

A financial advisory firm in San Francisco is looking for a candidate to join their team, focusing on investment planning and client service. The role requires 3-10 years of relevant experience, attention to detail, and proficiency with Envestnet/Tamarac. You will be responsible for creating investment plans, managing client relationships, and providing necessary administrative support. Benefits include a competitive salary range of $90,000 to $111,000 along with PTO and 401(k) matching. #J-18808-Ljbffr