Senior Wealth Advisor & Relationship Architect for UHNW

Posted 2 days ago

twin peaks wealth advisorsMillbrae (CA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Twin Peaks Wealth Advisors, LLC is seeking an experienced Wealth Advisor and Relationship Manager to manage a portfolio of high-net-worth clients in the San Francisco area. You will quarterback all aspects of clients' financial lives, including equity compensation, tax strategy, investments, and generational planning. You will be the face of the firm for your clients, translating complex financial concepts into clear recommendations and collaborating with planners, investment teams, and

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Your profile is current

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A number in mind

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Your notice period

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