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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 Advisor
Job Description & How to Apply Below
A financial services firm located in Beaver County, Aliquippa, is seeking a knowledgeable individual to join their wealth management team. The ideal candidate will have a Bachelor's degree and at least 2 years of experience in financial planning or a related field, with a CFP or Series 65 designation. Responsibilities include collaborating with others to craft tailored financial plans for high net worth clients, enhancing client relationships, and utilizing various financial software tools.
The firm offers a supportive workplace culture and competitive salary ranging from $63,000 to $108,000 annually.
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