Senior Wealth Advisor: Relationships & Portfolios
Job in
Calabasas, Los Angeles County, California, 91302, USA
Listed on 2025-12-24
Listing for:
Morton Wealth
Full Time
position Listed on 2025-12-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A Wealth Management Firm is seeking a Wealth Advisor in Calabasas, CA. This role requires fostering client relationships and providing expert investment and financial planning advice. The ideal candidate will have at least 5 years of experience in a wealth-management advisory role. Responsibilities include overseeing client planning services, coordinating with trading teams, and actively networking to enhance client services. The firm values excellence, empowerment, and engagement while aiming for long-term successful client outcomes.
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Position Requirements
10+ Years
work experience
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