Senior Financial Consultant
Palo Alto, CA
Base Salary + Quarterly Bonuses = $150k - $200k
Hybrid Work Model
Are you a financial expert looking to shift gears from prospecting new clients to establishing in-depth relationships and crafting intricate financial plans? Your search ends here!
Our client is recognized as one of the "TOP 10 Best Places to Work in 2024" , offering a unique opportunity for you to build long-term, dedicated relationships with existing clients by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.
Your Role in Catalyzing Growth
Working in their Investor Center, you’ll serve as more than just a Financial Consultant; you’ll be a trusted advisor. With face-to-face client interactions, you’ll expand the firm’s brand while capitalizing on an open architecture product suite and the industry’s most innovative resources.
Unlock Exceptional Value
Expertise They Are Looking For
They Invest in You!
Our client considers their people as their most valuable asset and offers a holistic rewards structure, which includes:
If you are ready to join an investment leader who empowers professional growth, flexibility, and support, thus enabling your long-term success, Apply Now!
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