Wealth Advisor
$200,000–$200,000 year
Hybrid · San Jose, California, United States
Job Summary
Primary relationship manager for high-net-worth clients, delivering comprehensive wealth management including stock options and RSUs, deferred compensation, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management; inherit client relationships from the founding partner and onboard new ones; develop strategic partnerships with CPA firms, law firms, and insurance firms to drive referrals and grow the client base; hybrid schedule with 1-2 days in-office.
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