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Remote Private Wealth Advisor
Remote / Online - Candidates ideally in
Anaheim, Orange County, California, 92801, USA
Listed on 2026-07-03
Anaheim, Orange County, California, 92801, USA
Listing for:
Cephas Consultancy Services Private Limited
Contract, Remote/Work from Home
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Cephas Consultancy Services Private Limited is seeking a Personal Financial Advisor (Private Wealth) to provide personalized financial guidance and support the development of AI-assisted financial planning tools. Candidates should possess strong expertise in personal financial advisory and investment management.
The role requires several years of hands-on experience, excellent communication skills, and CFP or CFA credentials. This is a remote position with the possibility to work flexible hours.
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