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Senior Wealth Advisor & Planning Leader — Equity Eligible

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Wealth Enhancement Group, LLC
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below

Wealth Enhancement Group is seeking a VP Financial Advisor to join our Walnut Creek, CA team. The role focuses on managing existing client relationships, guiding comprehensive financial planning, and growing the client base through referrals and prospecting.

This senior position participates in equity programs and aligns with WEG’s planning-based standards. The base salary ranges from $125,000 to $150,000, with eligibility for commissions, bonuses, and benefits.

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Position Requirements
10+ Years work experience
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