Job Details

A leading financial services firm in San Francisco is looking for an Associate Advisor to join their Wealth Advisors practice. This role will involve collecting and analyzing financial data, providing client relationship support, and ensuring effective portfolio maintenance. The ideal candidate should have a bachelor's degree and 3+ years of experience in wealth management. Strong communication and organizational skills are crucial for success in this dynamic environment, as the firm values collaboration and growth.#J-18808-Ljbffr