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Wealth Advisor High-Net-Worth Clients
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-31
Listing for:
California Bank & Trust
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Northern
California Bank & Trust seeks a Wealth Advisor to build and manage wealth relationships in the greater San Diego marketplace. You will deliver strategic financial planning, investment management, and risk protection while educating clients on suitable wealth solutions.
Collaborate with a team of bankers to deliver comprehensive services and foster high-net-worth client relationships. Role requires relevant licenses and CFP preferred.
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