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Senior Wealth Planning & Advisory Expert

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Capital Group
Full Time position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 217000 - 261000 USD Yearly USD 217000.00 261000.00 YEAR
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.

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Position Requirements
10+ Years work experience
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