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Hybrid VP, Wealth Advisory & Client
Job in
Folsom, Sacramento County, California, 95630, USA
Listed on 2026-07-26
Listing for:
Wealth Enhancement
Full Time
position Listed on 2026-07-26
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 guide high-net-worth clients toward their financial goals within a team-based planning framework. The role blends relationship management with strategic financial planning and investment oversight, all delivered through a hybrid work arrangement.
You will lead client engagements, conduct annual reviews, source and close prospects, and mentor junior staff in planning concepts while adhering to our standards and
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