Senior Wealth Advisor for Ultra-High Net Worth Clients
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor in the United States seeks a seasoned Wealth Manager to retain and grow high net worth client relationships, and to build a coordinated team of Banking, Trust and Investment professionals around clients.
You will handle complex wealth and relationship management issues, provide counsel and expert advice across wealth management, and drive business development while partnering with colleagues to meet unique client needs.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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