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Financial Advisor Wealth Management

UHNW Wealth Planning Specialist

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Hispanic Alliance for Career Enhancement
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a specialized Wealth Planner to provide comprehensive wealth planning to High Net Worth and Ultra High Net Worth clients. The candidate will collaborate with various professionals and utilize their expertise in financial, tax, and estate planning. A commitment to client relations and proven sales ability are essential. With a focus on driving growth and enhancing client experiences, this role demands 5-9 years of experience in the industry along with a relevant degree.
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