Job Description

  • Category: Finance / Accounting
  • Location: Denver, Colorado
  • Work Arrangement: Hybrid
  • Type: Full-time/Flex

    • Leading RIA with nationwide presence seeking a Senior Wealth Advisor for the firm's San Francisco office

    Company: Leading RIA firm offering holistic wealth management services including financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. 

    Hours/Schedule: Full-time, flexible

    Benefits: Competitive benefits including health/dental/vision and 401 K. Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance.

    Job Type: Direct

    Location Requirements: Hybrid 

    Rate: $170K plus bonus; OTE of $300K

    Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organical...

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