Senior Wealth Advisor UHNW Clients & Mentorship
Job in
Pleasanton, Alameda County, California, 94566, USA
Listed on 2026-01-13
Listing for:
Mariner
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial advisory firm in California is seeking a Wealth Advisor to deliver comprehensive wealth management advice to high net worth clients. Responsibilities include customized financial planning, managing client relationships, and contributing to new client acquisition. The ideal candidate will have over 5 years of relevant experience, the necessary certifications, and strong interpersonal skills.
This role offers a competitive compensation package based on geographic market considerations and encourages professional growth within a supportive environment.
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Position Requirements
10+ Years
work experience
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