Senior Wealth Advisor & Client Partner

A leading financial advisory firm in San Francisco is seeking an experienced Investment Advisor to create and execute client's investment plans while fostering strong client relationships. The ideal candidate has 3-10 years in wealth management, proficiency in financial tools like Envestnet/Tamarac, and a keen attention to detail. The role emphasizes client service, teamwork, and a commitment to diversity and inclusion. A competitive salary ranging from $90,000 to $111,000, along with performance-based incentives, is offered, ensuring alignment with experience and qualifications. #J-18808-Ljbffr