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Private Wealth Planner — Elite Planning & Client Impact

Job in Manhattan Beach, Los Angeles County, California, 90266, USA
Listing for: RK Partners
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm in Manhattan Beach is seeking a Private Wealth Service Advisor to deliver exceptional financial planning for high-net-worth clients. The role requires a Bachelor's degree and a CFP designation, focusing on building holistic financial plans, collaborating with advisors, and ensuring client satisfaction. This is an opportunity to work in a collaborative environment that values your expertise and offers health benefits and 401K with match.
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