Associate Financial Advisor: Client Experience Pro
NorthRock Partners
NorthRock Partners in San Francisco/Berkeley now seeks a proactive, client-focused professional to join our Personal Office team. You will serve as a right-hand partner to a Lead Advisor, supporting day-to-day client experience, financial planning activities, and relationship management. This role can be based in San Francisco or Berkeley, with up to two remote days per week, and offers collaboration with seasoned advisors to transition clients from a retiring advisor. #J-18808-Ljbffr NorthRock Partners
Vacancy posted 3 days ago
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