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Senior Wealth Advisor; CFP
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-01-12
Listing for:
Empirical Wealth Management
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A growing financial services firm in California seeks experienced Financial Advisors to join their fast-paced team. The ideal candidates will have a strong background in estate, tax, and investment planning, along with excellent sales skills. Responsibilities include onboarding new clients and providing high-quality coordinated advice. The firm offers competitive compensation, including potential revenue sharing and comprehensive benefits, ensuring a collaborative and supportive work environment.
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Position Requirements
10+ Years
work experience
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