A financial services firm is seeking a Senior Private Wealth Advisor to serve high-net-worth clients in the San Francisco Bay Area. The role emphasizes building long-term relationships and providing personalized financial strategies. Candidates should have at least 10 years of experience in financial services, including proven ability to manage client relationships and deliver effective financial planning. The opportunity includes a competitive salary and comprehensive benefits package.
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Senior Wealth Advisor • San Francisco, California, United States