Senior Financial Advisor – Wealth & Estate Planning; SF
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-12
Listing for:
Strategic Employment Partners (SEP)
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A respected wealth management firm is seeking a Financial Advisor to provide comprehensive planning services to high-net-worth clients in San Francisco, CA. The role requires at least 7 years of experience and a strong background in investments, estate planning, and tax strategies. Candidates must have active FINRA registrations and a proven track record in growing a book of business. The position is full-time and offers competitive compensation, including medical and vision insurance, and a 401(k) plan.
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Position Requirements
10+ Years
work experience
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