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Senior Wealth Advisor & Planning Leader
Job in
South San Francisco, San Mateo County, California, 94083, USA
Listed on 2026-07-07
Listing for:
Wealth Enhancement Group, LLC
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Wealth Enhancement Group, LLC in South San Francisco is seeking a Vice President, Financial Advisor to manage client relationships and facilitate financial planning in Northern California. The ideal candidate will possess a 4-year degree, advanced certifications like CFP or CPA, and substantial experience in wealth management.
The role includes mentoring team members, closing prospects, and contributing to client service growth. Strong analytical, organizational, and communication skills are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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