More jobs:
Senior Wealth Planner: Strategic Wealth & Client
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-01-26
Listing for:
Columbia Bank
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Wealth Planner to provide comprehensive wealth planning services. This role involves advising clients on financial strategies tailored to their individual needs, managing relationships, and ensuring compliance with regulations. The ideal candidate will have a CFP or Master’s degree, a proven track record, and over 5 years of related experience. The position offers a competitive pay range and a robust benefits package, fostering a diverse and inclusive workplace.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×