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Senior Wealth Advisor — Holistic Planning
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-27
Listing for:
Freestone Capital Management
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in investment management, exceptional communication skills, and a proven ability to build lasting client relationships.
This role offers a unique platform with transparent compensation ranging from $150,000 – $175,000, along with additional benefits like robust support teams, comprehensive insurance, and generous paid time off. Ideal for self-driven professionals looking for growth and collaboration.
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Position Requirements
10+ Years
work experience
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