Wealth Advisor - Succession-, West LA Onsite
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-02-18
Listing for:
TalentzPro
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services firm in Los Angeles is seeking a Financial Advisor to manage client relationships and facilitate financial planning processes. The ideal candidate should have at least 4 years of experience in wealth management, a 4-year degree, and advanced financial designations like CFP or CPA. Responsibilities include analyzing clients' investments, conducting annual reviews, and providing comprehensive financial advice.
This role offers opportunities for professional growth and collaboration in a successful advisory team.
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