A leading financial services firm in San Francisco is seeking a Platform Solutions Client Advisor to enhance tax management services for RIA clients. This role demands a depth of understanding in wealth management and sales experience spanning over 10 years. The advisor will drive business growth through effective relationships while promoting investment solutions tailored for the clients served. Ideal candidates will possess consultative sales skills, strong teamwork orientation, and a passion for technology-driven products. Series 7 and 63 certifications are required.
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