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Senior Wealth Advisor: Lead Clients & New Business
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-03-13
Listing for:
CivicMinds, Inc
Full Time
position Listed on 2026-03-13
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Location: California
A financial services firm is looking for Executive Wealth Advisors to expand their national footprint. The role focuses on managing the top 20% of clients who generate significant revenue and developing new client relationships. Ideal candidates should have at least 10 years of experience in financial planning or investment management, along with a relevant degree. This position offers generous continuing education support and comprehensive health coverage.
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Position Requirements
10+ Years
work experience
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