Wealth Advisor for Affluent Clients - Licensed & CFP Ready
Jobtailor
- partners with affluent clients to identify their financial goals
- analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
- Communicates complex financial solutions to clients
- utilizes interpersonal communication and relationship building skills
- Builds meaningful and long-lasting relationships
- develops and implementing financial appropriate financial solutions
- All licenses must be obtained within 120 days from start date
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor for Affluent Clients - Licensed & CFP Ready in San Francisco, CA vacancy
$106k - $150k
...team dedicated to helping clients build stronger financial futures... ..., insurance, and wealth planning, the First Citizens... .... As needs are identified, Affluent Wealth Advisors work with a team of Wealth... ...Banking or Wealth Management. License or Certification Type: Valid...SuggestedTemporary workLocal area- TIAA is seeking a Wealth Management Advisor in San Francisco to partner with affluent clients, analyze financial landscapes, and develop tailored recommendations toward... ...experience and hold or be willing to obtain necessary licenses within 120 days of start date. #J-18808-...Suggested
$170k - $210k
Why Work at Mercer Advisors?For more than 40 years... ...to act in our clients’ best interests — always... ...challenges. Regis Wealth Advisors work hand-... ...with affluent clients to identify... ...experienceCertifications/Licenses:Certified Financial Planner (CFP) designation required...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Conclude is seeking a personal financial planning professional to lead client advising efforts, acting as a fiduciary providing holistic... ..., and client confidentiality. The candidate should have a CFP designation preferred and be prepared to work closely with clients...Suggested
- JPMorganChase is seeking a Client Specialist focused on wealth management, addressing... ...collaborating with wealth advisors, generating new assets, and... ...such as Series 7, 63, 65 licenses, and a background in... ...a pathway to engage with affluent clients and deepen valuable...Suggested
$106.25k - $125k
Mercer Advisors in San Francisco is seeking an Associate Wealth Advisor I to deepen client relationships and support a Senior Wealth Advisor. You will develop financial plans... ...benefits package. Successful candidates will have a CFP designation and at least five years of...- ...Private Client Banker In Branch Banking You have a passion for... ...for a select group of Chase's affluent clients as well as other... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...or 66 if required) and Life licenses are required - or must be successfully...Immediate startAfternoon shift
- ...financial needs. As a Private Client Banker in Branch Banking, you... ...a select group of Chase’s affluent clients as well as other customers... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...or 66 if required) and Life licenses are required - or must be successfully...Immediate startAfternoon shift
$180.27k - $220.33k
...to large size high net worth client relationships. Builds a team of... ...expert capable of handling complex wealth and relationship management... ...requires National Mortgage Licensing System (NMLS) registration under... ...designation such as CFA or CFP is preferredIf there’s anything...Full timeLocal area- JPMorgan Chase & Co. seeks a Private Client Bankerto serve affluent clients in Branch Banking, managing full banking relationships with an advice... ...financial needs and drive client satisfaction. The role requires licensing within regulatory timelines, strong relationship skills,...Afternoon shift
$75k - $90k
Licensed Financial Advisor Opportunities Spalding Hall Enterprises, LLC Recruiting... ...investment banking and wealth management firm is seeking... ...sophisticated wealth strategies, elite client service, institutional-... ...and families who are ready to elevate their practice,...$75k - $90k
...Licensed Financial Advisor Portable Book of Business: $25M+ AUM... ...investment banking and wealth management firm seeking... ...exceptional client outcomes. Two Career... ...advisor Access to affluent client relationships... ...relationships and is ready to leverage a stronger...Full time- ..., you will serve as a trusted advisor to individuals and families seeking life insurance and wealth-building solutions. You will engage... ...conversations, and guide clients through the entire sales process... ...Maintain required insurance licensing and continuing education requirements...Permanent employmentContract workLocal areaRemote workAfternoon shift
$90k - $100k
...Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial... ...and manage a holistic wealth management practice. You... ...but not required. Licenses: Series 65 or must obtain... ...improvement. If you are ready to make your mark, we want...Temporary workLocal areaFlexible hours$157.04k - $235.56k
...0.00Category: Private Client Product Services, Professional... ...: CitiCiti Wealth Lending provides competitive... ...goals. Our Lending Advisors serve as dedicated and... ...analysisDemonstrated experience advising Affluent, HNW, and UHNW clients... ...equivalent experience)Licenses: Series 7, 66 (or 63/6...Full time- ...an enthusiasm for helping our clients, taking care of our employees,... ...least 2 years in a Financial Advisor role or equivalent financial services... ...and active Series 66 (63/65) license is required or must be... ...Certified Financial Planning (CFP®) certification is preferred Bachelor...
- Goldman Sachs is seeking Wealth Management Professionals for its San Francisco office to deliver high‑touch client service and strategic financial guidance. You will collaborate with Private Wealth Advisors to manage relationships, oversee investment activity, and leverage...Work at office
- ...institutional to identify a Wealth Advisor to add to the growing private... ...years and is seeking a fully licensed wealth advisor to take advantage... ...targeting high-net worth clients and prospects. This person will... ...and Life and Health Insurance CFP preferred but not required...Local area
- ...Labs seeks a Personal Financial Advisor (Private Wealth) on a contractor basis to shape... ...wealth planning. Leverage deep client experience to translate complex guidance into AI-ready inputs for models. Advise high-net-worth and mass affluent clients, craft tax-aware...Remote jobFor contractors
- Cresset is seeking an Associate, Wealth Advisor (AWA) to join its wealth management team in San Francisco. The AWA provides comprehensive support to high-net-worth clients by working closely with experienced Wealth Advisors, operating independently and collaboratively...
- Finovate, a leading independent Wealth Management firm, seeks a Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies. You will drive...
- Jobtailor is seeking an experienced investment professional to lead client relationships in San Francisco. The role focuses on delivering exceptional client service, growing assets under management, and aligning client goals with robust investment strategies. The candidate...
- Goldman Sachs in San Francisco is seeking Wealth Management Professionals to deliver world... ...solutions for ultra-high net worth clients and families. You will build deep relationships... ..., and coordinate with Private Wealth Advisors to meet sophisticated investment goals. The...
$90k - $100k
CAPTRUST is searching for a dedicated Financial Advisor in San Francisco, California, to build and manage a holistic wealth management practice. The role involves... ...management solutions, and risk management to various clients, including retirement plan participants and...$170k - $210k
...Why Work at Mercer Advisors? For more than 40... ...bound to act in our clients' best interests —... ...challenges. Regis Wealth Advisors work hand-... ...Duties Partners with affluent clients to identify... ...Certifications/Licenses: Certified Financial Planner (CFP) designation required...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$85k - $130k
Cresset is a firm built by clients, for clients. As an... ...are reimagining the way wealth is experienced. Our... ...seeking an Associate, Wealth Advisor (AWA) to join Cresset’s... ...given to MBA, CFA®, or CFP® professionals or those... ...preferred Series 65 license required; unlicensed candidates...Full timeTemporary workInternshipWork at officeLocal area- Modern Wealth Management seeks experienced Executive Wealth Advisors in San Francisco to help expand our national footprint. These leaders manage top-tier clients and develop new relationships, driving growth while mentoring junior advisors. They oversee high-value portfolios...
- ...locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory... ...advisory solution, providing clients with a personal relationship,... ...Required Qualifications CFP® designation or CFA® designation... ...Active and valid FINRA Series 7 license May be obtained with a 120-...Work at office
- Twin Peaks Wealth Advisors is a Bay Area-based registered investment advisor (RIA) serving ultra... ...of 15 operates with a deliberate, client-first approach: dedicated support across... ...client base Series 65 (or equivalent) licensed; CFP, CFA, or CPWA preferred but not...Flexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...where you can help your clients achieve their goals through... ...building and obtaining licenses. Our award-winning... ...and Northwestern Mutual Wealth Management Company® (NMWMC... ...certification marks CFP®, CERTIFIED FINANCIAL PLANNER...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
San Francisco, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor for Affluent Clients - Licensed & CFP Ready. Be the first to apply!
Related searches
- financial advisor training program San Francisco, CA
- financial planning assistant San Francisco, CA
- entry level financial advisor San Francisco, CA
- estate planning consultant San Francisco, CA
- associate leveraged finance San Francisco, CA
- financial advisor development program San Francisco, CA
- oracle financial functional consultant San Francisco, CA
- financial advisor part time San Francisco, CA
- wealth advisor San Francisco, CA
- financial planner cfp San Francisco, CA