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CFP Private Wealth Advisor High-Net-Worth Clients
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-02-01
Listing for:
JL Klein Executive Search
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services -
Business
Financial Advisor
Job Description & How to Apply Below
A wealth management firm in Los Angeles is seeking a motivated Private Wealth Advisor to join its growing team. The ideal candidate must possess a CFP® designation and have experience building trusted client relationships. Responsibilities include managing high-net-worth clients, developing personalized strategies, and collaborating with internal teams to deliver comprehensive financial solutions. This role emphasizes proactive communication and maintaining compliance.
A bachelor's degree in Finance, Business, or Economics is also required.
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