Financial Advisor

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management.ResponsibilitiesManage client portfolios, overseeing assets ranging from $1-3M+.Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more.Collaborate with the Business Development team"”no need to bring a book of business.Engage in new strategies and global partnerships for clients with substantial assets.QualificationsMUST HAVE CFP certification and 3-7 years of client-facing advisory experience.Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas.Proven track record of longevity in previous roles (no short-term movements).Strong communication and relationship-building skills with high-net-worth clients.Ability to lead client meetings, develop comprehensive financial plans, and collaborate with internal teams.Salary: $115,000 - $225,000, DOEPlease submit your resume for additional details and a full job description.

Created: 2025-01-07