Senior Financial Advisor — Wealth & Estate Planning; HNW
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-04-29
Listing for:
Empirical Wealth Management
Full Time
position Listed on 2026-04-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services firm in San Francisco is seeking experienced Financial Advisors to provide high-level financial advice and support to high-net-worth clients. Candidates should have a Bachelor's degree and the CFP designation, along with at least 7 years of related experience. Responsibilities include onboarding clients, providing investment and tax planning advice, and managing client relationships. The role offers a competitive salary, full benefits, and the potential for revenue sharing.
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Position Requirements
10+ Years
work experience
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