Associate Wealth Advisor, UHNW (San Francisco Bay Area)
$106,250–$125,000 year
Hybrid · San Francisco, California, United States
Job Summary
Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing the practice through referrals, while leveraging our unified in-house team of experts to deliver comprehensive financial planning analyses and recommendations. The role collaborates with portfolio management, tax, and estate planning teams to deliver integrated solutions, prepares comprehensive financial plans reflecting clients’ goals, translates complex concepts into client-friendly materials, and supports the Senior Wealth Advisor with client outcomes, compliance, and timely delivery.Travel up to 20% for client meetings and training. Hybrid schedule with remote and in-office work in the San Francisco Bay Area.
Required Qualifications
- Bachelor's degree in Business, Economics, Accounting or Finance (preferred)
- CFP designation required (or acceptable: ChFC, PFS, CFA, CIC)
- Series 65 required
- At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner)
Desired Qualifications
- CFP designation required or acceptable substitutes: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Counselor (CIC)
- Series 65 required
- Bachelor's degree in Business, Economics, Accounting or Finance (or related)
- At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner)
- Travel up to 20% as required for client meetings, company training, etc.
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