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Financial Advisor Financial Consultant Wealth Management Financial Services

Senior Wealth Advisor — Client‑Focused, Fiduciary

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Bluespring Wealth Partners, LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading investment management firm in Walnut Creek is seeking an experienced professional to enhance client relationships and offer valuable financial planning strategies. The successful candidate will have at least 10 years of direct client-facing experience and possess a Series 65 license, with a CFP designation preferred. The role demands strong communication skills and a commitment to ethical client service in a fast-paced environment.

Join a dedicated team and contribute to the growth of our clients' financial well-being.
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Position Requirements
10+ Years work experience
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