Top Financial Advisor Jobs in San Francisco Bay Area, CA

Serve as a strategic advisor to physician and healthcare practice owners on accounting, tax, financial performance, profitability, compensation, cash flow, and operational strategy. Build executive client relationships, mentor internal teams, support growth and scalable advisory processes, and participate in business development and proposals.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources prospects, mentors team members, and participates in training programs.

Develop relationships with high-net-worth clients, identify financial goals, recommend suitable investment products, build a book of business through prospecting and referrals, document interactions in Salesforce, complete training and compliance requirements, and collaborate with Merrill/Bank of America specialists to grow client portfolios.

As a Financial Solutions Advisor Trainee, you will obtain licenses and learn to manage client relationships while providing financial advice and solutions. You will work with affluent clients and receive training to develop your advisory skills within a centralized team.

As a Financial Solutions Advisor I, you will obtain securities licenses, build client relationships, and deliver financial advice while progressing through career stages at Bank of America.

Provide customized financial advice and solutions, meet clients to review financial goals, triage leads, and mitigate risks while collaborating with internal partners.

The role involves advising clients on financial goals, creating financial plans, recommending brokerage products, and making client referrals to appropriate services.

This position involves advising clients on financial solutions, triaging leads, and recommending investment strategies to help achieve financial goals, while ensuring compliance with SAFE Act registration requirements.

The Financial Advisor will engage with high-net worth clients to understand their needs, recommend investment products, and develop relationships, while building a book of business, collaborating with financial teams, and completing required training.

Cross Financial seeks experienced financial advisors with a transferable book of business to transition to a high-payout platform with true client ownership and long-term growth opportunities.

Merrill seeks experienced Financial Advisors to deliver comprehensive wealth management, maintain client relationships, and drive growth goals for clients.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.

Provide investment, trust, estate and retirement planning advice to members across branch, phone, and digital channels. Build ongoing member relationships, coordinate with specialists for complex cases, meet productivity benchmarks, train and support staff, and maintain regulatory compliance and confidentiality. Must hold required licenses and complete ongoing training.

Provide client consultations to identify goals and risk tolerance, develop and implement investment strategies, collaborate with traders and advisory team, document client interactions in Salesforce, monitor markets and execute recommendations, set personal sales goals, and deliver high-level client service while participating in training and team initiatives.

Serve as primary advisor for high-net-worth clients, providing comprehensive financial planning across investments, tax, equity compensation, estate, and retirement. Lead client meetings, coordinate with portfolio, tax, and legal specialists, mentor associates, and drive organic growth through referrals and business development.

Serve as primary advisor for high-net-worth clients ($5M+ AUM), deliver comprehensive financial planning across investments, tax, equity compensation, estate, and retirement; lead client meetings, coordinate with portfolio, tax, and estate professionals; grow business via referrals and COIs; mentor associate advisors.

Client-facing advisor-in-training managing a book of clients (<$1M AUM), delivering financial planning support, preparing meeting materials, executing follow-ups, driving relationship growth and referrals, and progressing toward full Financial Advisor responsibilities and CFP certification.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.