Vacancy Description
Description
Financial Advisor – San Mateo CA (Hybrid)
A growing, client-centric wealth management firm in San Mateo is expanding its advisory team and seeking an experienced Financial Advisor to join the practice. This is an excellent opportunity for a relationship-driven professional who enjoys delivering comprehensive financial planning to high-net-worth clients.
If you are interested, please message Jennifer Fukumae on LinkedIn to start a conversation!
Key Responsibilities
+ Serve as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidance
+ Lead client meetings and portfolio reviews, providing thoughtful and strategic recommendations
+ Advise on retirement planning, investment strategy, insurance, and major life events (e.g., home purchases, rollovers)
+ Identify opportunities to deepen client relationships and introduce additional plann...
Financial Advisor – San Mateo CA (Hybrid)
A growing, client-centric wealth management firm in San Mateo is expanding its advisory team and seeking an experienced Financial Advisor to join the practice. This is an excellent opportunity for a relationship-driven professional who enjoys delivering comprehensive financial planning to high-net-worth clients.
If you are interested, please message Jennifer Fukumae on LinkedIn to start a conversation!
Key Responsibilities
+ Serve as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidance
+ Lead client meetings and portfolio reviews, providing thoughtful and strategic recommendations
+ Advise on retirement planning, investment strategy, insurance, and major life events (e.g., home purchases, rollovers)
+ Identify opportunities to deepen client relationships and introduce additional plann...
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