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Financial Consultant Financial Advisor Financial Services

Associate Financial Advisor — Path to Lead Advisor

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Empirical Financial Services, LLC
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 120000 USD Yearly USD 70000.00 120000.00 YEAR
Job Description & How to Apply Below
A financial services firm in San Francisco is seeking an Associate Financial Advisor (AFA). In this role, you will support a Lead Financial Advisor, coordinating financial planning for clients and ensuring excellent service. Responsibilities include preparing client meetings, executing requests, and collaborating across teams. The position requires 3-5 years in the financial sector and an undergraduate degree. Benefits include a competitive salary, health insurance, and a 401(k) plan.
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Position Requirements
10+ Years work experience
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