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Remote Senior Investment Strategist & Client Advisor

Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listing for: Wealth Enhancement Group
Remote/Work from Home position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 125000 - 135000 USD Yearly USD 125000.00 135000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking a Senior Client Advisor | Investment Strategies to manage client relationships in California. This remote position requires deep investment management expertise, allowing you to provide personalized financial planning and convert clients into full wealth management relationships. The role offers opportunities for growth within a collaborative organization and a competitive salary range of $125k - 135k.

Ideal candidates should have a Bachelor's degree and at least 6 years of relevant experience.
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Position Requirements
10+ Years work experience
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