Wealth Advisor: Growth, Team Mentorship & BD Bonus Job at CFA Institute, San Francisco, CA

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  • CFA Institute
  • San Francisco, CA

Job Description

A financial advisory firm in San Francisco is seeking a Financial Advisor to join their team. This role involves collaborating with clients to align their financial planning, tax strategies, and investment needs. The ideal candidate will have at least 5 years of wealth management experience and a strong focus on client relationship building. The position offers a competitive salary range of $115,000 to $182,000 based on qualifications and experience. Join a company that values teamwork and client success. #J-18808-Ljbffr

Job Tags

Full time,

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