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Financial Advisor Financial Consultant

Elite Private Wealth Client Associate

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Citizens
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial services organization seeks a Registered Client Associate in San Francisco to manage client relationships and deliver exceptional service in private wealth management. Responsibilities include communication of investment updates and coordinating client meetings. Candidates must hold a Bachelor's degree in finance, have relevant industry experience, and possess active FINRA licenses. This position offers a competitive salary and benefits including flexible work arrangements.
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Position Requirements
10+ Years work experience
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