Senior Financial Advisor, HNW Planning & Growth

A Bay Area wealth management firm is seeking a Financial Advisor to serve as the primary relationship owner for high-net-worth clients. The role involves delivering comprehensive financial planning and investment guidance while maintaining a focused client base. Candidates should have at least 3 years in the financial services industry and be CFP Certified or commit to obtaining it. This full-time position offers a hybrid work environment, a competitive compensation package, and various health and financial benefits. J-18808-Ljbffr