Senior Financial Advisor: Wealth Strategy HNW Clients
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-01-24
Listing for:
Avion Wealth Bluestar
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Job Description & How to Apply Below
Location: California
A financial advisory firm is seeking a Senior Financial Advisor to join its on-site team in California. This full-time position requires an experienced professional to analyze clients' financial situations and provide tailored investment and retirement advice. Ideal candidates will have a bachelor's degree in Finance or Economics, minimum 5 years of experience in financial advisory, and strong analytical and communication skills.
The firm is committed to personalized wealth management for high-net-worth individuals.
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Position Requirements
10+ Years
work experience
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