Senior UHNW Wealth Advisor; Hybrid/Remote
Remote / Online - Candidates ideally in
Modesto, Stanislaus County, California, 95351, USA
Listed on 2026-01-20
Modesto, Stanislaus County, California, 95351, USA
Listing for:
Confidential
Full Time, Remote/Work from Home
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
An independent investment advisory firm seeks a Senior Vice President, Client Advisory to manage relationships with affluent clients. The ideal candidate has over 10 years of wealth advisory experience, preferably with a CFP designation. This role involves delivering comprehensive wealth strategies and collaborating with internal teams to enhance client service. Offering a unique opportunity for professionals with an entrepreneurial mindset, the position includes hybrid and remote flexibility in multiple nationwide offices.
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Position Requirements
10+ Years
work experience
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