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Financial Advisor Wealth Management Financial Consultant Financial Services

Elite HNW Wealth Strategy Advisor

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Hispanic Alliance for Career Enhancement
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 122400 - 228000 USD Yearly USD 122400.00 228000.00 YEAR
Job Description & How to Apply Below
A financial services organization is hiring a specialized wealth planner in Walnut Creek, CA, to provide tailored planning solutions for High Net Worth clients. Ideal candidates should have 5-9 years of relevant experience, expertise in wealth planning strategies, and the ability to collaborate effectively with clients and professionals. The role involves developing comprehensive financial plans and enhancing client relationships. Competitive salary ranges from $122,400 to $228,000 annually.
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