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Senior Wealth Relationship Strategist

Job in Poway, San Diego County, California, 92074, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 83920 - 125880 USD Yearly USD 83920.00 125880.00 YEAR
Job Description & How to Apply Below
A financial services institution is seeking a Wealth Relationship Mgmt. Sr. Analyst in Poway, California. This seasoned professional role focuses on building and deepening client relationships in the affluent and High Net Worth segment. Candidates should have substantial analytical and financial skills, with experience in organizing client events and ensuring compliance norms. This full-time position offers a competitive salary ranging from $83,920 to $125,880 annually, along with comprehensive employee benefits.
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Position Requirements
10+ Years work experience
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