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Senior Wealth Advisor - Client-Focused Financial Planning

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Bluespring Wealth Partners
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Walnut Creek is seeking a seasoned professional to manage client relationships and deliver exceptional investment strategies. The ideal candidate will have a strong commitment to client service and 10 years of client-facing experience. Responsibilities include leading client meetings and providing tailored financial planning solutions.

This role offers benefits such as full health insurance and retirement plans, ensuring a comprehensive and supportive work environment.
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Position Requirements
10+ Years work experience
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