Financial Advisor San Francisco, CA

Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days Onsite

Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.

This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.

Responsibilities

• Manage and advise a book of high-net-worth clients
• Develop personalized financial plans and investment strategies
• Build long-term client relationships through proactive communication and portfolio reviews
• Deliver ongoing financial planning and investment guidance
• Identify opportunities to deepen existing relationships and support business development
• Collaborate with advisors and internal teams to provide an exceptional client experience
• Stay current on market trends and economic developments to support client recommendations