Private Wealth Advisor & Practice Lead - Personal Strategy

A financial services company located in San Francisco is searching for a Senior Private Wealth Advisor. This role involves serving high-net-worth clients as the lead advisor, ensuring first-class financial planning and client engagement. Candidates should have a minimum of 10 years in financial services, strong communication, and a Bachelor's degree in a relevant field. The ideal candidate thrives in building relationships and delivering personalized financial strategies for clients. A competitive salary range of $131,100 to $190,125 is offered. #J-18808-Ljbffr