Job Details

A financial services company in San Francisco is seeking a qualified candidate to deliver personalized investment solutions and support clients in achieving their financial goals. Responsibilities include providing financial planning support, preparing accurate financial plans, and cultivating client relationships. Candidates should possess a Bachelor's degree in Finance or a related field, along with a minimum of 2 years of industry experience. The role offers a competitive salary of $159,000 to $225,000 per year.#J-18808-Ljbffr