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Wealth Advisor Impact Client Wealth Planning

Job in Berkeley, Alameda County, California, 94709, USA
Listing for: EP Wealth Advisors
Full Time position
Listed on 2025-12-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 120000 USD Yearly USD 60000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor — High-Impact Client Wealth Planning
A wealth management advisory firm in Berkeley, CA is seeking a Wealth Advisor to provide services to existing clients and develop new business. Candidates should have an undergraduate degree, at least 2 years of relationship management or sales experience, and knowledge in financial services is preferred. This full-time role offers a competitive salary ranging from $60,000 to $120,000 per year and various benefits including unlimited PTO and a 401k with matching contributions.
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