Wealth Advisor | Holistic Planning & Portfolio Strategy

Homesearchindia; San Francisco (CA); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental

Vision

Life and AD & D

Long-Term Disability

Short-Term Disability

FSA

Generous 401(k) match

Job summary

Homesearchindia is looking for a Financial Advisor in San Francisco, California, to provide comprehensive investment and financial planning advice. Key responsibilities include managing existing client relationships and driving new business development strategies.

The ideal candidate will have over 3 years in Wealth Management, a Bachelor's degree, and preferably a CFP® or CFA designation. Generous benefits and a competitive compensation range of $100,000 – $145,000 base are offered.

Qualifications

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships.
• CFP® or CFA designation preferred.
• Detail-oriented and highly organized.

Responsibilities

• Serve as the first point of contact for the team’s clients.
• Drive clients’ financial planning strategies and portfolio management.
• Work cross-departmentally to drive business strategies.

Skills

Client relationship management

Financial planning

Investment management

Detail-oriented

Organizational skills

Education

Bachelors’ degree from an accredited university

CFP® or CFA designation (or passed exam)

Job description

Homesearchindia is looking for a Financial Advisor in San Francisco, California, to provide comprehensive investment and financial planning advice. Key responsibilities include managing existing client relationships and driving new business development strategies.

The ideal candidate will have over 3 years in Wealth Management, a Bachelor's degree, and preferably a CFP® or CFA designation. Generous benefits and a competitive compensation range of $100,000 – $145,000 base are offered.