Wealth Advisor: Client Wealth & Equity Path
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-16
Listing for:
CAPTRUST
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
CAPTRUST is searching for a dedicated Financial Advisor in San Francisco, California, to build and manage a holistic wealth management practice. The role involves providing comprehensive financial planning, investment management solutions, and risk management to various clients, including retirement plan participants and individual investors.
The ideal candidate will develop client relationships, provide financial planning services, and educate participants, with a starting salary range of $90,000 to $100,000 plus bonuses depending on experience.
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