Senior Wealth Advisor, Planning Specialist (Hybrid)
$124k - $140kFocus Financial Partners
Focus Financial Partners in San Francisco is seeking a Senior Associate Wealth Advisor to develop personalized wealth advice aligned with client goals. The role entails creating strategies in retirement, tax, and estate planning, while working closely with Wealth Advisors to enhance client relationships. Candidates should possess a Bachelor’s degree and 5+ years in financial services, ideally with CFP or equivalent credentials. The position offers a hybrid work model with 3 days in-office and an annual salary of $124,000 – $140,000. #J-18808-Ljbffr Focus Financial Partners
Vacancy posted 1 day ago
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