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Wealth Advisor | Holistic Planning & Portfolio Strategy
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-06-05
Listing for:
Homesearchindia
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Homesearchindia is looking for a Financial Advisor in San Francisco, California, to provide comprehensive investment and financial planning advice. Key responsibilities include managing existing client relationships and driving new business development strategies.
The ideal candidate will have over 3 years in Wealth Management, a Bachelor's degree, and preferably a CFP® or CFA designation. Generous benefits and a competitive compensation range of $100,000 – $145,000 base are offered.
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