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Senior Wealth Advisor: Clients & Wealth
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-01-07
Listing for:
Columbia Bank
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial institution in California is seeking a Senior Wealth Advisor to enhance client relationships and achieve designated production goals. The role requires strong marketing skills, exceptional communication abilities, and at least 5 years of experience in financial advisory. Comprehensive benefits are provided including healthcare and 401(k). This position is focused on onsite engagements across various locations within California.
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Position Requirements
10+ Years
work experience
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