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Strategic Wealth Planner High-Net-Worth Clients
Job in
Aliquippa, Beaver County, Pennsylvania, 15001, USA
Listed on 2026-02-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A national financial services firm is seeking experienced professionals to join their wealth advisor team. The position focuses on providing comprehensive wealth management advice to high net worth clients, preparing custom financial plans, and maintaining strong client relationships. Ideal candidates will have a bachelor's degree, relevant experience, and the CFP designation or Series 65. Competitive compensation with a salary range of $63,000 to $108,000 annually, reflecting market rates and individual qualifications.
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