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Senior Wealth Planner 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
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm in Aliquippa is seeking a professional to join their wealth advisor team. The role involves providing comprehensive wealth management advice, preparing customized financial plans, and enhancing client relationships. Ideal candidates will have a Bachelor's degree, CFP designation or Series 65, and at least 2 years of relevant experience, particularly with high net worth clientele. Competitive compensation ranging from $63,000 to $108,000 annually is offered based on experience and location.
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Position Requirements
10+ Years
work experience
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