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Senior Wealth Advisor — Fintech & HNW Clients Equity
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-02-01
Listing for:
Savvy Wealth
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A dynamic fintech firm in Los Angeles is seeking an experienced Senior Wealth Advisor to develop and manage high net worth client relationships. In this critical role, you will also collaborate with product and M&A teams to innovate the advisor technology platform. Candidates should have over 10 years of investment advisory experience, a current client book, and be certified as an Investment Adviser Representative.
The company offers competitive compensation, unlimited PTO, and benefits including health insurance.
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Position Requirements
10+ Years
work experience
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