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Senior Wealth Planning & Advisory Expert
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-06-24
Listing for:
Capital Group
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Capital Group is seeking a Wealth Specialist based in San Francisco to provide expert wealth-planning analysis and partner closely with Private Wealth Advisors. The ideal candidate will have a strong background in financial planning, engage with clients on complex investment topics, and help influence sales strategies.
The position offers a competitive base salary of $217,000 to $261,000, with additional bonuses and benefits including generous time-off and professional development resources.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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