Senior Wealth Advisor Affluent Clients
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-02-06
Listing for:
TIAA
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading retirement company is looking for a Wealth Management Advisor in Sherman Oaks, CA. The ideal candidate will have experience managing a book of business and building strong relationships with affluent clients. Responsibilities include analyzing financial goals and proposing tailored solutions. A university degree is preferred, along with Series 7, 63, 65 registrations.
This role offers a competitive salary and benefits, aiming to foster a secure financial future for clients.
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Position Requirements
10+ Years
work experience
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