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Wealth Planner High Net Worth Clients

Job in Aliquippa, Beaver County, Pennsylvania, 15001, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 63000 - 108000 USD Yearly USD 63000.00 108000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planner for High Net Worth Clients
A national financial services firm located in Aliquippa seeks a Financial Advisor to deliver comprehensive wealth management solutions to high net worth clients. The ideal candidate has a Bachelor's degree, CFP designation or Series 65, and at least 2 years of relevant experience. Responsibilities include preparing financial plans, managing client relationships, and utilizing financial software tools. The role offers competitive salary ranging from $63,000 to $108,000 annually, based on experience and location.
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