Description
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA


Financial Advisor | High-Growth Independent Wealth Management Firm

Compensation: Up to $140K Base + Bonus

Locations: San Francisco or Walnut Creek (Hybrid 2–3 days/week)


If you're a Financial Advisor looking for more than just another advisory role, this is an opportunity to join a fast-growing independent wealth management firm where you'll have real client ownership, direct access to leadership, and a clear path for long-term growth.


This isn't a place where you're buried under layers of bureaucracy or competing with office politics.

You'll join a close-knit team of experienced advisors that values collaboration, work-life balance, and delivering truly personalized financial advice.


What You'll Do

✔ Build long-term relationships with clients and serve as their trusted a...