Senior Wealth Planner: Strategic Wealth & Client
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-01-24
Listing for:
Columbia Bank
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial institution is seeking an experienced wealth planner to provide tailored planning services for clients in Los Angeles. The role involves working directly with advisors to develop comprehensive plans addressing client goals and objectives, ensuring adherence to regulations. Ideal candidates will have over five years of experience in wealth planning and demonstrate strong analytical and relationship management skills.
Excellent tools proficiency and communication are also essential for this position.
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Position Requirements
10+ Years
work experience
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