Senior Wealth Advisor: Lead Mentor Clients
Job in
Carlsbad, San Diego County, California, 92002, USA
Listed on 2026-06-12
Listing for:
Modern Wealth Management
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in California is seeking a Senior Advisor to manage top clients and drive business development. The ideal candidate will have a bachelor's degree in finance and a CFP certification, with at least 10 years of experience. Responsibilities include overseeing client reviews, mentoring staff, and ensuring compliance. This role emphasizes diverse perspectives, fostering an inclusive workplace, and offering generous employee benefits, including health coverage and 401k matching.
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Position Requirements
10+ Years
work experience
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