Senior Wealth Advisor for HNW Private Clients – SF

Talent Focus Executive Search and Consulting; San Francisco (CA); On-site; USD 150,000 - 280,000; Full time

Benefits offered by this job

Best-in-class tools and investment;ac​

Ongoing training and career support

Job summary

Talent Focus is seeking a Wealth Advisor for High Net-Worth Private Client practice in San Francisco. You will serve as a trusted financial partner to affluent clients, delivering bespoke wealth strategies and coordinating across investment, estate planning, and tax considerations.

The ideal candidate has 5–10 years in advising HNWI, an established network, deep markets knowledge, and a commitment to integrity.

Qualifications

• 5–10 years' success advising high-net-worth clients.
• Established book of business or network of HNWI prospects.
• Deep knowledge of capital markets and planning strategies.
• High EQ, integrity, and ambition to grow with a top-tier firm.

Responsibilities

• Serve as a trusted financial partner to high-net-worth clients.
• Deliver tailored wealth, investment, and estate planning advice.
• Leverage institutional-grade research, tools, and support.
• Build enduring relationships that span generations.

Skills

High net-worth advisory

Established book of business

Capital markets knowledge

High EQ

Integrity

Ambition to grow

Job description

Talent Focus is seeking a Wealth Advisor for High Net-Worth Private Client practice in San Francisco. You will serve as a trusted financial partner to affluent clients, delivering bespoke wealth strategies and coordinating across investment, estate planning, and tax considerations.

The ideal candidate has 5–10 years in advising HNWI, an established network, deep markets knowledge, and a commitment to integrity.