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Wealth Planning Advisor High-Net-Worth Clients
Job in
Aliquippa, Beaver County, Pennsylvania, 15001, USA
Listed on 2026-02-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services firm based in the United States is looking for a professional to provide comprehensive wealth management advice, develop meticulous financial plans, and maintain strong client relationships. Candidates should possess a Bachelor's degree in finance or a related field, have at least 2 years of applicable experience, and hold a CFP designation or Series 65 certification. The firm offers competitive compensation based on market rates, along with opportunities for professional growth and a supportive work culture.
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