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Senior Financial Advisor, Wealth Management — Hybrid

W3Global, Foster City, CA, United States


W3Global in Foster City, CA is seeking a Senior Financial Advisor (Wealth Management) to serve high-net-worth clients, delivering comprehensive financial planning and investment guidance. The role includes leading meetings, developing planning strategies, and collaborating with portfolio management. Applicants should have at least 5 years of advisory experience, a CFP® certification, and strong communication skills. Compensation includes base salary, performance-based bonuses, and benefits like health coverage and professional development support.
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