Senior Wealth Planner: Strategic Wealth & Client
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-01-26
Listing for:
Columbia Bank
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial institution in California seeks a Wealth Planning Advisor to provide comprehensive wealth planning services to clients, including risk assessment, cash flow analysis, and estate planning. The ideal candidate will have over 5 years of relevant experience, strong relationship management abilities, and expertise in financial planning methodologies. This role involves collaborating with Wealth Advisors to enhance client offerings. A competitive salary and comprehensive benefits are included.
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Position Requirements
10+ Years
work experience
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