San Mateo, California5 days ago
US - CA - Belmont - 2031 Ralston Ave - BELMONT BC (CA5149), US - CA - Burlingame - 400 El Camino Real (CA5105), US - CA - Daly City - 33 Southgate Ave - WESTLAKE BC (CA5172), US - CA - Daly City - 391 Gellert Blvd - SERRAMONTE PLAZA BC (CA5150), US - CA - Foster City - 909 E Hillsdale Blvd - FOSTER CITY BC (CA5157), US - CA - Millbrae - 555 Broadway - MILLBRAE BC (CA5141), US - CA - San Bruno - 465 San Mateo Ave (CA5108), US - CA - San Francisco - 1007 Taraval St - PARKSIDE BC (CA5114), US - CA - San Francisco - 245 Winston Dr - STONESTOWN BC (CA5110), US - CA - San Francisco - 2485 San Bruno Ave - Portola District (CA5128), US - CA - San Francisco - 288 W Portal Ave - WEST PORTAL BC (CA5134), US - CA - San Francisco - 5150 Mission St - GENEVA-MISSION BC (CA5123), US - CA - San Francisco - 6 Leland Ave - VISITACION VALLEY BC (CA5135), US - CA - San Mateo - 2900 S El Camino Real - HILLSDALE BC (CA5143), US - CA - San Mateo - 300 S El Camino Real - Ap Giannini (CA5155), US - CA - South San Francisco - 955 El Camino Real - SOUTH SAN FRANCISCO BC (CA5146). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.