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Senior Wealth Advisor UHNW Clients; Hybrid
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-06
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in San Francisco seeks a Senior Wealth Advisor to support high-net-worth clients in meeting their financial goals. This role requires extensive experience and proficiency in financial planning, investment management, and client relationship management. The ideal candidate will have a proven track record in the industry, a strong commitment to client service, and a suite of relevant certifications like CFP.
The compensation range is $200,000 to $250,000, plus incentives, in a hybrid work environment.
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Position Requirements
10+ Years
work experience
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