More jobs:
Wealth 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, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A national financial services firm is seeking a Financial Planning Advisor to provide tailored wealth management advice to high net worth clients. The role includes creating customized financial plans, supporting client relationships, and actively participating in sales initiatives. Candidates should have a Bachelor's degree, a minimum of two years' relevant experience, and either a CFP designation or Series 65 license.
This position offers a competitive salary, ranging from $63,000 to $108,000 per year, based on experience and location, along with opportunities for professional growth.
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