Hybrid Private Wealth Advisor | CFP | Client-Centric
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services, Portfolio & Asset Management
Lead Advisor is a wealth management consulting and search firm in Manhattan Beach. The role is a private wealth advisor managing client relationships and financial plans with a CFP credential.
The position requires meeting clients 3x per week on-site in Manhattan Beach, offering total compensation between $164,000 and $280,000 depending on experience. Comprehensive benefits accompany the salary in a client-focused environment.
We would love to welcome a new Hybrid Private Wealth Advisor | CFP | Client-Centric to our organisation in Manhattan Beach, CA, United States.
This opportunity is for the Hybrid Private Wealth Advisor | CFP | Client-Centric role at Lead Advisor.
We are seeking a motivated Hybrid Private Wealth Advisor | CFP | Client-Centric to join Lead Advisor in Manhattan Beach, CA, United States.
Consider building your career as a Hybrid Private Wealth Advisor | CFP | Client-Centric at Lead Advisor.
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