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Senior Equity Advisor – Bay Area
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-26
Listing for:
Lead Advisor
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading wealth management consulting firm in San Francisco seeks a Senior Financial Advisor to manage client relationships and deliver financial advice. This role involves fostering new client ties, mentoring associates, and ensuring high-quality service delivery. Ideal candidates will have 5-7 years in the financial services industry, must hold a CFP, and possess strong communication and interpersonal skills. The compensation package includes a base salary of $150-225K, profit sharing, and full medical coverage.
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Position Requirements
10+ Years
work experience
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