More jobs:
Client-Facing Financial Advisor Relationships
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-02-20
Listing for:
GemHarvest Executive Recruiting
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: California
A boutique wealth management firm is seeking a Financial Advisor to enhance client relationships and present financial plans. This relationship-driven role involves overseeing day-to-day client interactions and transitioning to independently lead meetings while contributing to firm growth through community networking. Ideal candidates should hold a Bachelor’s Degree and have 3+ years of experience in financial advisory. Competitive compensation ranges from $110,000 to $125,000 base along with bonuses and excellent benefits.
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