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Strategic Wealth Planner High-Net-Worth Clients
Job in
Bethel Park, Allegheny County, Pennsylvania, 15102, USA
Listed on 2026-02-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm located in Bethel Park seeks a Wealth Advisor to provide advice to high net worth clients. The role requires crafting tailored financial plans, developing client relationships, and participating in sales processes. The ideal candidate has a bachelor's degree, 2+ years of relevant experience, and CFP or Series 65 certification. This position offers a competitive salary ranging from $63,000 to $108,000 per year, reflecting market factors and individual performance.
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