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<h3>Job Description</h3>
Job Description Responsibilities
<ul>
<li>Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients</li>
<li>Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions</li>
<li>Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs </li>
<li>Effectively work with your team and available resources in support of our clients, executing client requests and updating information </li>
<li>Active participant in obtaining new clients in partnership with strategic relationships and community networks</li>
<li>Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates</li>
</ul>
Qualifications
<ul>
<li>Bachelor's degree required</li>
<li>5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience</li>
<li>Series 65, CFP or CFA required</li>
</ul>
Skills &amp; Knowledge 
<ul>
<li>Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning</li>
<li>Previous experience with high net worth or ultra-high net worth clients</li>
<li>Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)</li>
<li>Highly effective interpersonal, relationship management and communication skills</li>
<li>Demonstrated talent development experience, training new staff, mentoring interns, etc.</li>
<li>Excellent organizational and time management skills in a high energy environment to manage multiple priorities</li>
<li>Strong attention to detail </li>
</ul>
Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V

Wealth Planning Consultant

Senior Financial Planner

Investment Advisor

Lead Financial Advisor

<h3>Job Description</h3>
Assured Nursing is seeking a travel nurse RN Oncology for a travel nursing job in San Francisco, California.
Job Description &amp; Requirements
<ul>
<li>Specialty: Oncology</li>
<li>Discipline: RN</li>
<li>Start Date: 02/24/2026</li>
<li>Duration: 13 weeks</li>
<li>40 hours per week</li>
<li>Shift: 8 hours, days</li>
<li>Employment Type: Travel</li>
</ul>
Assured Nursing is currently seeking a RN for a contract position in San Francisco California. This is a 7a-3p, 07:00:00-15:00:00, 8.00-5 position in the 764021 - MB Radiation Oncology: RN Onc. The ideal candidate will possess a current state license as a RN and have at least 2 years of recent experience as a Oncology RN.
Assured Nursing Job ID #35457067. Pay package is based on 8 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: RN:Oncology,07:00:00-15:00:00
Benefits
<ul>
<li>Weekly pay</li>
<li>Holiday Pay</li>
<li>401k retirement plan</li>
<li>Referral bonus</li>
<li>Medical benefits</li>
<li>Dental benefits</li>
<li>Vision benefits</li>
</ul>

Travel Nurse RN - Oncology

Financial Planner

Relationship Manager - Wealth Management

Senior Wealth Manager

103,447 Jobs in Palo Alto, CA, USA