Senior Wealth Manager: HNW Advisory
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-07
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A growing independent financial advisory firm in San Francisco is seeking a Senior Wealth Manager to provide comprehensive wealth management services for high net worth clients. Key responsibilities include advising on financial planning, asset allocation, and retirement planning. The ideal candidate has 5+ years of experience and preferably holds a CFP designation. Competitive compensation ranging from $120k to $150k base, with a clear path to earning over $400k total compensation is offered.
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Position Requirements
10+ Years
work experience
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