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Senior Financial Advisor: Wealth & Estate Planning HNW
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-03
Listing for:
Empirical Wealth Management
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A growing financial services firm in San Francisco is seeking experienced Financial Advisors. The role requires expertise in Wealth Management and a strong commitment to client service. Candidates should have a four-year degree, CFP designation, and over 7 years in financial or estate planning. The position includes onboarding new clients, servicing existing ones, and leveraging advanced Wealth Management techniques. Compensation includes a competitive salary and benefits, with potential for unlimited income based on performance.
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Position Requirements
10+ Years
work experience
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