Wealth Advisor
Mission Wealth
- Salary
- $120k - $160k
- Experience
- 5+ yrs
- Location
- San Francisco, California, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- Schwab Advisor Center
- Fidelity Wealthscape
- Salesforce
- MoneyGuide
- E-Money
- Tamarac AdvisorView
- Holistiplan
- Hidden Levers
About the role
5+ years proven wealth management advisory experience; Bachelor's degree; active CFP or CFA designation; MS Office proficiency; familiarity with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, Hidden Levers; immediate client onboarding ability.
About Mission Wealth
Primarily employee-owned investment adviser providing financial planning and investment management to high-net-worth individuals and families.
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