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Independent Fiduciary Advisor — AUM, Hybrid/Tech‑Enabled
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-06-04
Listing for:
Out Professionals
Full Time, Contract
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: California
A leading financial advisory firm in California is seeking an experienced Financial Advisor with a portable book of business exceeding $20 million AUM. You will provide unbiased fiduciary advice, manage client relationships, and leverage modern technology to enhance client experience. Ideal candidates will have at least 5 years of client-facing experience, strong communication skills, and a willingness to work in a hybrid environment.
The position offers competitive compensation and robust support for your business growth.
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