Senior Private Wealth Advisor ‑Net‑Worth Clients
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-02-28
Listing for:
U.S. Bank
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Services, Financial Consultant
Job Description & How to Apply Below
A national financial institution seeks a seasoned professional in wealth management to enhance high net worth client relationships. Responsibilities include building a dedicated team of Banking, Trust, and Investment experts to meet client needs. The ideal candidate boasts over 10 years' experience in wealth management, strong analytical skills, and a professional designation like CFA or CFP. Benefits include comprehensive healthcare, 401(k), and generous paid time off.
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Position Requirements
10+ Years
work experience
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