More jobs:
Financial Planner High-Net-Worth Clients
Job in
Bethel Park, Allegheny County, Pennsylvania, 15102, USA
Listed on 2026-02-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing financial plans, supporting client relationships, and participating in the sales process. Candidates should possess a Bachelor's degree, 2+ years of relevant experience, and a CFP designation or Series 65. Strong interpersonal skills and attention to detail are essential.
The role offers a salary range of $63,000 to $108,000 annually based on experience and location.
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