Financial Advisor for ~1 Billion AUM RIA - San Francisco

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

This position offers a hybrid work schedule and allows you to transition from corporate giants to a client-centric culture. This isn’t just a job—it’s your gateway to a thriving community built on collaboration and success.

Responsibilities:

• Provide financial planning and investment advice to clients.
• Develop tailored investment strategies and offer comprehensive financial guidance.
• Manage assigned clients, ensuring exceptional service and ongoing support.
• Engage in daily, direct interactions with clients and team members.
• Thrive in a team-oriented environment while serving sophisticated clients.
• 4+ years of experience in financial services, particularly in wealth management.
• CFP designation is required.
• Bachelor's degree in finance, economics, or a related field.
• Series 65 license or the willingness to obtain it within the first 90 days.
• Proficient with Money Guide Pro, Fidelity’s WealthScape, and Schwab’s Advisor Center.
• Skilled in retaining and expanding a client base.
• Actively conduct portfolio reviews and updates.
• Strong understanding of investments and market trends.
• Excellent communication and interpersonal skills.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.