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Senior Wealth Advisor - Lead Client & Planning
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-02-01
Listing for:
Columbia Bank
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services institution is seeking a Senior Wealth Advisor in Los Angeles to manage client relationships, focusing on business development, financial planning, and asset management. Ideal candidates should have at least 5 years of experience in financial advising, possess a bachelor's degree or relevant credentials, and demonstrate strong communication and marketing skills. The role offers competitive salary structures and comprehensive benefits including healthcare, retirement plans, and educational assistance.
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Position Requirements
10+ Years
work experience
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