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Wealth Management Financial Advisor / Consultant Portfolio & Asset Management

Wealth Advisor — Client Relationships & Financial Planning

Job in San Ramon, Contra Costa County, California, 94583, USA
Listing for: Hightower Advisors
Full Time position
Listed on 2026-07-03
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 100000 - 120000 USD Yearly USD 100000.00 120000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm based in San Ramon is seeking a Wealth Advisor. In this role, you will maintain and expand client relationships, develop personalized financial plans, and engage in portfolio reviews. Candidates should have over 5 years of relevant experience, strong communication skills, and a Bachelor's degree. The position offers a competitive salary along with comprehensive benefits including medical coverage, parental leave, and a 401k matching plan.
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