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Wealth Management Financial Consultant Financial Advisor Financial Services

Senior Wealth Advisor - Fintech Platform, Equity & Unlimited PTO

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Savvy Wealth
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A modern wealth management firm in San Francisco seeks a Senior Wealth Advisor to develop and manage high net worth client relationships and portfolios. Ideal candidates will have over 10 years of investment advisory experience and an existing client book. Responsibilities include analyzing financial situations, designing investment strategies, and advising on financial planning. The firm offers competitive salary and equity with ample benefits including unlimited PTO and comprehensive health plans.
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Position Requirements
10+ Years work experience
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