Wealth Planning Associate — Client-Focused Financial Guidance

A major financial services firm in San Francisco seeks a strategic, detail-oriented professional to join the Client Service team. This role involves partnering closely with Advisors to provide comprehensive financial advice and support to clients. Ideal candidates will possess strong analytical thinking, communication skills, and a keen attention to detail. They will have a Bachelor’s degree in a relevant field and experience in financial services, preferably in a client-facing role. Expected salary range is $108,000 – $126,000 annually, plus benefits including strong retirement plans and comprehensive healthcare. #J-18808-Ljbffr