Senior Wealth Advisor — Growth & Strategy Leader

Coda Search│Staffing; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

A prominent financial planning firm in San Francisco is seeking Financial Advisors to lead clients through complex financial decisions. The ideal candidate has over 6 years of experience and holds designations such as CFP or CPA. You will develop growth strategies, collaborate on marketing efforts, and ensure compliance while providing top-tier client service. This full-time role emphasizes strategic growth and client relationship management.

Qualifications

• 6+ years of experience in wealth management or financial advisory roles.
• Proven ability to develop and execute growth strategies.
• Strong communication skills with a network of clients.

Responsibilities

• Drive growth in wealth management services.
• Collaborate with cross-functional teams for marketing strategies.
• Provide clients with market analysis and relevant investment advice.

Skills

Client relationship management

Financial planning

Investment strategy knowledge

Leadership skills

Strategic growth execution

Education

Bachelor’s degree in Finance or related field

Advanced degree (MBA, CFP) preferred

Tools

Financial planning software

Job description

A prominent financial planning firm in San Francisco is seeking Financial Advisors to lead clients through complex financial decisions. The ideal candidate has over 6 years of experience and holds designations such as CFP or CPA. You will develop growth strategies, collaborate on marketing efforts, and ensure compliance while providing top-tier client service. This full-time role emphasizes strategic growth and client relationship management.