Advisor Salary at Charlee.Ai BETA

Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in {insert location}. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts

Overview: OPPORTUNITY TO WORK FOR A BUSINESS THAT WAS VOTED A SAN FRANCISCO BAY AREA TOP WORKPLACE! HVAC COMFORT ADVISOR JOB SUMMARY If you are looking to take your career to the next level with an outstanding company, look no further! Jazz Home Services is looking for a driven individual with 3+ years of experience to take on the role of HVAC Comfort Advisor based out of our Pleasanton, CA location. Jazz Home Services is a premier provider of heating, cooling and plumbing services across the Bay Area. Our company provides an excellent work environment and is passionate in its dedication to achievement with the utmost emphasis on building excellent customer relationships. We place an enormous value on the welfare and commitment of our employees as well as the superior level of service they provide to our customers. Working at Jazz Home Services is like working with your friends and family - we take great care of our staff and treat everyone with mutual respect and kindness. We are look

Service Advisor Mercedes-Benz of San Francisco has been in the automotive industry for 60 + years. We are proud to serve the San Francisco Bay Area with a brand that is nothing but the best. Mercedes-Benz is recognized as the standard in high quality, reliability, luxury, and value. Service Advisor - Essential Duties Serve as the liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer. Prepare repair orders (RO) by describing symptoms, problems, and causes discovered, as well as repairs and services required; entering RO into service database system. Provide the client with an accurate estimate of repair or maintenance cost, and/or a minimal diagnostic fee with explanation of associated cost, detailing problems and pertinent information, and secure client authorization of repair or service. Knowledge of CDK a plus Qualifications: High School Diploma or Equiv

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best – taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there. Key Responsibilities: Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance. Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements. Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice. Collaborate with other team members to deliver comprehensive financial planning services. Assist clients with retirement planning, estate planning, tax strategies, and insurance needs. Main

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best – taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there. Key Responsibilities: Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance. Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements. Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice. Collaborate with other team members to deliver comprehensive financial planning services. Assist clients with retirement planning, estate planning, tax strategies, and insurance needs. Main

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management. Responsibilities: Manage client portfolios, overseeing assets ranging from $1-3M+. Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more. Collaborate with the Business Development team—no need to bring a book of business. Engage in new strategies and global partnerships for clients with substantial assets. Qualifications: MUST HAVE CFP certification and 3-7 years of client-facing advisory experience. Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas. Proven track record of longevity in previous roles (no short-term movements). Strong communication and relationship-building skills with high-net-worth clients. Ability to lead client meet

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management. Responsibilities: Manage client portfolios, overseeing assets ranging from $1-3M+. Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more. Collaborate with the Business Development team—no need to bring a book of business. Engage in new strategies and global partnerships for clients with substantial assets. Qualifications: MUST HAVE CFP certification and 3-7 years of client-facing advisory experience. Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas. Proven track record of longevity in previous roles (no short-term movements). Strong communication and relationship-building skills with high-net-worth clients. Ability to lead client meet

UHNW Financial Advisor 30B+ AUM RIA San Francisco Peninsula Multi-family office serving ultra-high-net-worth clients is seeking a Wealth Advisor to join its Silicon Valley team. This role involves close collaboration with Senior Wealth Managers and extensive interaction with clients whose net worth exceeds $50 million. Key Highlights ● Advise UHNW families and nurture relationships across generations ● Strong focus on mentorship, training, and long-term career progression ● Firm has delivered consistent AUM growth of 30%+ annually ● 4 days a week in office ● Competitive compensation package including excellent benefits and bonuses Requirements ● Bachelor's Degree ● Minimum of 2 years' experience in wealth management ● Strong relationship-building skills and exceptional attention to detail