Senior Wealth Advisor Impact Client Book
Job in
Escondido, San Diego County, California, 92025, USA
Listed on 2026-01-13
Listing for:
Columbia Bank
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in California is seeking a Senior Wealth Advisor to manage and grow a substantial book of business. The ideal candidate will have a minimum of 5 years in financial advising, focusing on building relationships and achieving production goals. Responsibilities include providing tailored financial solutions and maintaining client satisfaction.
This role offers a competitive rewards package, support in business development, and an opportunity to thrive within a community-focused banking environment.
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Position Requirements
10+ Years
work experience
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