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Financial Consultant Financial Advisor

Senior Wealth Planning Specialist

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Freestone Capital Management
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 110000 USD Yearly USD 110000.00 YEAR
Job Description & How to Apply Below
A financial services firm in San Francisco is looking for an experienced financial planner to join its Wealth Planning Team. The role involves creating financial plans, supporting Client Advisors, and conducting research. Ideal candidates should have 3-5 years of wealth management experience and proficiency in financial planning software. The position offers a competitive salary starting at $110,000 and a comprehensive benefits package, fostering a culture of collaboration and continuous improvement.
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Position Requirements
10+ Years work experience
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