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Associate Wealth Advisor

Preferred Location:
West
Open to Relocation:
No

An Associate Wealth Advisor in San Francisco at a 500M AUM+ RIA is currently exploring external opportunities to facilitate her professional growth.

  • 5 years of experience
  • Lead advisor on 35M AUM with 10 households, support advisor on 300M AUM consisting of 80 households
  • Excels at building rapport with clients
  • Actively pursuing her CFP
  • Exploring opportunities with 1st year compensation packages in the low’s hundreds

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