Wealth Management Advisor — Hybrid, Lead Client Growth

A boutique wealth management firm in San Jose, CA, is seeking a Wealth Management Advisor to join their team. You will play a crucial role in building and presenting financial plans, executing client meetings, and collaborating with a dedicated team. Ideal candidates have 2-5 years of experience, advanced proficiency in eMoney, and a CFP® designation. This position offers a competitive salary range of $90,000 - $170,000, performance bonuses, healthcare, and an opportunity to develop client relationships. #J-18808-Ljbffr