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Job description
hireneXus has partnered with an established, independent, fee-only RIA on the San Francisco Peninsula to add a Senior Associate Wealth Advisor. The role focuses on serving existing clients within a planning-first framework and offers a clear short-term path to a Wealth Advisor.
Ideal candidates are CFP professionals holding a Series 65, with at least two years of client-facing financial services experience, and comfort using CRM, custodial platforms, and planning software.
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Worksite address
redwood city, CA, 94061, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.