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Financial Analyst Financial Consultant

Senior Wealth Relationship Manager - SAFE Act

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial services provider is seeking a seasoned Sr. Analyst for Wealth Relationship Management in San Francisco. This role aims to deepen relationships with affluent clients by anticipating their complex financial needs and providing tailored solutions. Ideal candidates should have 5-8 years of experience, strong analytical skills, and proficiency in financial planning software. The company offers competitive benefits and encourages diverse applicants.
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Position Requirements
10+ Years work experience
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