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Senior Wealth Advisor & Client Architect
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-03-02
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial advisory firm is seeking an experienced Wealth Management Principal in San Francisco to manage a client base while providing exceptional financial planning and portfolio management services. Responsibilities include client meetings coordination, trade recommendations, and advising on financial health. The ideal candidate has a Bachelor’s degree, extensive experience in wealth management, and is client-focused. Competitive compensation and flexible benefits offered.
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Position Requirements
10+ Years
work experience
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