Wealth Advisor
San Franciscohybrid$150K – $200K
Posted 3 days ago · via Workday
About this role
Job Description Position Summary: Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client's complex financial picture? Do you have a strong knowledge base that will allow you to explain simple and complex financial solutions to a client? Are you motivated to grow professionally and seek an opportunity to become a lead client advisor and leader? If you answered yes to the questions above, we would like to speak with you about being a Wealth Management Principal on our team.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: salesforce
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in San Francisco. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
salesforce