Senior Wealth Planner & Client Strategist
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-02-06
Listing for:
Mariner
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm based in California is seeking a Wealth Advisor to work with a dedicated team to create comprehensive wealth plans tailored to client values and goals. The position emphasizes cultivating strong client relationships, providing top-tier financial advice, and developing talent through mentoring. Applicants should have a Bachelor's degree along with Series 65, CFP, or CFA certifications, along with significant experience working with high net worth clients.
Compensation ranges from $70,200 to $125,000 annually, varying by experience and location.
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Position Requirements
10+ Years
work experience
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