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Senior Wealth Advisor High-Net-Worth Clients
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-06
Listing for:
Insight Global
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm is looking for experienced Financial Advisors in San Francisco. Candidates must have a four-year degree and CFP designation, along with 7+ years experience in financial services. The role involves onboarding new clients, servicing existing ones, and a commitment to integrity and professionalism. The firm emphasizes diversity and offers an inclusive environment. Successful candidates will thrive in a fast-paced environment and possess strong sales and communication skills.
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Position Requirements
10+ Years
work experience
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