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Wealth Advisor | Holistic Planning & Portfolio Strategy

$100k - $145k

Homesearchindia

Homesearchindia is looking for a Financial Advisor in San Francisco, California, to provide comprehensive investment and financial planning advice. Key responsibilities include managing existing client relationships and driving new business development strategies. The ideal candidate will have over 3 years in Wealth Management, a Bachelor's degree, and preferably a CFP® or CFA designation. Generous benefits and a competitive compensation range of $100,000 – $145,000 base are offered. #J-18808-Ljbffr Homesearchindia

Vacancy posted 3 days ago
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