Senior Wealth Planner: Strategic Wealth & Client
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-01-27
Listing for:
Columbia Bank
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial institution in California seeks an experienced wealth planner to provide comprehensive services including client relationship management and financial guidance. The ideal candidate should have over five years of wealth planning experience, proficiency in financial planning tools, and exceptional communication skills. This role emphasizes teamwork in generating new business while developing wealth strategies for diverse clients. Competitive salary range from $85,550 to $140,000 based on experience and expertise.
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Position Requirements
10+ Years
work experience
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