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Financial Consultant Financial Advisor

Elite UHNW Wealth Advisor - Boutique, Client-Focused

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-02-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 170000 - 210000 USD Yearly USD 170000.00 210000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to deepen client relationships and grow their practice through referrals. You will communicate complex financial solutions and leverage the firm's broad resources to meet client goals. Ideal candidates have over 15 years of experience, a CFP designation, and are proficient in financial planning concepts. The position offers a hybrid working model and a competitive salary range of $170,000 – $210,000, along with comprehensive benefits.
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