Job Description
Job Description
About Our Client :
We are a well-established and client-focused wealth management firm based in San Jose, CA. With decades of combined
experience, our team of advisors is dedicated to providing high-quality financial planning and investment management
services tailored to each client’s goals.
Position Overview :
We are seeking a motivated and detail-oriented Senior Advisor to join our team. In this role, you will be responsible for
managing an existing book of business while working directly under the guidance of two senior-level advisors. This is a
unique opportunity to gain valuable mentorship, build relationships with established clients, and grow within a collaborative
and professional environment.
Key Responsibilities :
Qualifications :
What We Offer :
Location :
This position is based in our San Jose, CA office. Candidates must be comfortable working on-site.
Jose Ca • Chicago, IL, US