Wealth Management Partner: Client Relationships & Practice
Job in
Sunnyvale, Santa Clara County, California, 94087, USA
Listed on 2026-02-28
Listing for:
Fairygodboss
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial services company is seeking a Financial Consultant Partner in Sunnyvale, California. You will manage client relationships, support senior consultants, and develop business opportunities within an affluent wealth management practice. The ideal candidate holds relevant financial licenses, has a passion for client service, and thrives under mentorship. Competitive benefits include a 401(k) with matching, health insurance, and generous leave policies.
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