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Financial Consultant Financial Advisor Wealth Management Financial Services

UHNW Wealth Advisory Leader & Portfolio Strategist

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: NPAworldwide
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial advisory firm seeks an experienced advisor to provide comprehensive financial and investment advice to ultra-high-net-worth (UHNW) clients. The ideal candidate will have over 10 years in financial services, particularly in wealth management or investment banking. Key responsibilities include detailed financial planning, monitoring client portfolios, and collaborating with external advisors. Strong communication and analytical skills are essential, along with advanced education in finance or related fields.
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