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Senior Wealth Advisor HNW Clients – Onsite SF
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-01-12
Listing for:
Strategic Employment
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm is seeking a Senior Financial Advisor to work onsite in San Francisco, CA. This role focuses on onboarding high-net-worth clients, delivering comprehensive financial planning, and collaborating with other financial professionals. The ideal candidate has 7+ years of experience, a CFP® designation, strong sales acumen, and exceptional communication skills. They will earn a competitive salary of up to $250,000 per year, and must be U.S. Citizens or Permanent Residents, as sponsorship is not available.
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Position Requirements
10+ Years
work experience
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