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Senior Financial Advisor - Wealth Planning
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-02-14
Listing for:
Hirewell
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm located in Walnut Creek is seeking an experienced financial advisor to help clients achieve their long-term financial goals. The ideal candidate will have over 5 years of experience in the investment industry, with strong skills in financial planning and client relationship management. This role involves driving new business and preparing wealth plans, ensuring accuracy and excellence in service delivery.
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Position Requirements
10+ Years
work experience
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