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Wealth Management Financial Advisor / Consultant Portfolio & Asset Management

Lead Wealth Advisor, Personal Strategy Practice

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Hispanic Alliance for Career Enhancement
Full Time position
Listed on 2026-08-02
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 104800 - 148075 USD Yearly USD 104800.00 148075.00 YEAR
Job Description & How to Apply Below
A financial services firm is looking for a Senior Wealth Advisor, Practice Lead, in the Greater San Francisco Bay area. The role focuses on helping clients achieve financial success through tailored advice, relationship management, and investment strategy implementation. Candidates should have a Bachelor's degree, 4+ years in financial services, and be adept in wealth management strategies. The position offers a competitive salary and diverse benefits.
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