Wealth Planning Associate & Client Advisor

A financial advisory firm in San Francisco is seeking a candidate with 3-10 years of experience in wealth management. The role involves creating investment plans, managing client relationships, and providing administrative support. Candidates should have a strong interest in client service, attention to detail, and familiarity with Envestnet / Tamarac and Microsoft Office. Offering a competitive salary range of $90,000 to $111,000, this opportunity provides room for career growth within a diverse and inclusive team.

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