We are looking for a Senior Financial Advisor (7+ years of experience) to serve as a Lead Relationship Manager supporting new and existing client relationships.
COMPANY OVERVIEW:
We are an independent Registered Investment Adviser based in San Jose, CA. Since our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees
Our high-touch, high-impact work has led to consistent client referrals and 95%+ client retention
THE ROLE:
We are looking for a Senior Financial Advisor to serve as a Lead Relati...