Senior Wealth Advisor - Hybrid, San Francisco

A boutique staffing firm is seeking a Senior Wealth Management Advisor based in San Francisco, CA. This full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Candidates should have a Bachelor's degree in Finance or a related field and proficiency in wealth management strategies. Preferred qualifications include CFP or CFA certification with a strong track record of success in wealth management. This position emphasizes collaboration and delivering expert client support.#J-18808-Ljbffr