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Wealth Planning Consultant
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-09-30
Listing for:
DT Financial
Part Time
position Listed on 2026-09-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A wealth management firm in the United States seeks financial consultants to assist clientele with comprehensive financial planning and consulting. Candidates should demonstrate integrity, a passion for helping others, and strong interpersonal skills. Education beyond high school is preferred. The role offers flexibility in scheduling, comprehensive training, and opportunities for leadership advancement. A competitive pay structure includes performance-based compensation and various earning modalities.
We are looking to fill the Wealth Planning Consultant:
Growth & Flexible Schedule position at DT Financial in United States. This is a Part Time role. The position is based in United States. This opportunity is part of our work in Consulting. The advertised compensation is 25.000 - 50.000. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above.
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