Associate Wealth Advisor

Preferred Location:
Open to Relocation:

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

For more information on this candidate please fill out the form below:

Upload a job description
Drop files here or
Accepted file types: doc, docx, pdf, Max. file size: 20 MB, Max. files: 3.
    This field is for validation purposes and should be left unchanged.