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Private Wealth Advisor & Practice Lead - Personal Strategy

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: The Association of Technology, Management and Applied Engineering
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 131100 - 190125 USD Yearly USD 131100.00 190125.00 YEAR
Job Description & How to Apply Below
A financial services company located in San Francisco is searching for a Senior Private Wealth Advisor. This role involves serving high-net-worth clients as the lead advisor, ensuring first-class financial planning and client engagement. Candidates should have a minimum of 10 years in financial services, strong communication, and a Bachelor's degree in a relevant field. The ideal candidate thrives in building relationships and delivering personalized financial strategies for clients.

A competitive salary range of $131,100 to $190,125 is offered.
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