Senior Wealth Advisor & Relationship Leader (Hybrid)

Twin Peaks Wealth Advisors seeks a Wealth Advisor and Relationship Manager to lead a book of high-net-worth clients in San Francisco. You quarterback all facets of their financial lives, from equity compensation and tax strategy to investment management and generational planning, partnering with specialists to deliver trusted advice.You will build relationships, guide annual planning and reviews, translate complex ideas into clear recommendations, and grow the practice through referrals and#J-18808-Ljbffr