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Financial Consultant Financial Advisor

Senior Wealth Strategist: Estate & Tax Planning

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Citizens
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services provider is seeking an experienced Wealth Strategist in San Francisco to assist high net worth clients with estate and tax planning. This role involves collaborating with advisers, analyzing complex documents, and producing customized client deliverables. The ideal candidate should possess extensive experience in financial planning, strong communication skills, and a commitment to client satisfaction. Join a culture that promotes professional growth while helping clients effectively navigate their wealth management needs.
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Position Requirements
10+ Years work experience
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