More jobs:
VP, Wealth Advisor & Client Growth Leader
Job in
Folsom, Sacramento County, California, 95630, USA
Listed on 2026-07-18
Listing for:
Wealth Enhancement Group, LLC
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Wealth Enhancement Group in Folsom, CA is seeking a VP, Financial Advisor to manage ongoing client relationships and drive comprehensive planning and investment discussions. This role offers a hybrid work arrangement and focuses on delivering personalized financial plans to high-net-worth clients.
The candidate will source and close prospects, conduct annual reviews, and mentor team members in planning techniques, while adhering to WE Group’s standards and technology tools.
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