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Financial Consultant

Hybrid Wealth Manager SF Bay Area - High-Net-Worth Clients

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Madison Professional Group
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking an experienced Licensed Financial Consultant in the San Francisco Bay area. This role focuses on managing existing client relationships, conducting financial planning meetings, and providing tailored investment strategies. Candidates should be skilled at simplifying complex financial concepts and possess the necessary licenses (FINRA Series 7 & 66 or equivalent). The company emphasizes a supportive work environment and offers growth opportunities.
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