Wealth Advisor: ‑Driven Client Planner
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-22
Listing for:
SteelPeak Wealth
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in California seeks a Wealth Advisor to build and maintain client relationships while providing personalized financial strategies. This role requires over 5 years of experience in wealth management and a strong knowledge of financial planning principles. The firm is highly regarded for its growth and collaborative team culture, offering opportunities for professional advancement and a comprehensive benefits package including insurance and a 401(k) plan.
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