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Client-Facing Financial Advisor Equity Path
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2025-12-15
Listing for:
GemHarvest Executive Recruiting
Full Time
position Listed on 2025-12-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Location: California
A boutique wealth management firm is seeking a Financial Advisor to manage client relationships and deliver customized financial plans. This role emphasizes relationship-building through networking and referrals without requiring cold calls. Ideal candidates should have a Bachelor's Degree and 3+ years of client-facing experience in finance. A competitive compensation package, including base salary and bonuses, along with excellent benefits, is offered.
The position is full-time, based in California.
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