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Wealth Advisor: Client Wealth & Plans
Job in
San Gabriel, Los Angeles County, California, 91776, USA
Listed on 2026-01-12
Listing for:
Cathay Bank in
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A leading financial institution in San Gabriel, California is seeking an experienced professional to develop and manage client relationships for wealth management products. The successful candidate will analyze clients' financial needs and provide tailored investment advice. Applicants should have a strong background in financial sales, fluency in English and Chinese, and a commitment to exceptional customer service. This full-time position offers a salary of $68,640 plus commission, along with a competitive benefits package.
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