Senior Financial Advisor
$300,000–$300,000 year
Hybrid · San Francisco, California, United States
Job Summary
Senior Financial Advisor sought by a growing independent 4B+ AUM RIA to serve high-net-worth and ultra-high net-worth Bay Area individuals and families. Focus on advising clients rather than prospecting, supported by a dedicated business development team. Work within a planning-focused environment with an in-house research-capabilities investment offering. Responsibilities include sophisticated planning needs such as tax, estate planning, and equity compensation planning; maintain strong relationship management and proactive client service. Flexible hybrid schedule with about 50% in-office attendance. Compensation includes significant base salary plus incentives tied to new assets, referrals, and business development participation.
Required Qualifications
- Experience serving high-net-worth individuals and families
- Strong financial planning and relationship management skills
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