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Wealth Management

Senior Private Wealth Relationship Manager - Tax Solutions

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Wilson Hand LLC
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 USD Yearly USD 200000.00 YEAR
Job Description & How to Apply Below
A financial consulting firm in Southern California is seeking a Relationship Manager to cultivate and manage relationships with high-net-worth clients and Strategic Partners. The role demands expertise in private wealth planning and tax-efficient strategies. Candidates should have a minimum of 7 years' experience in related fields and proven success in relationship management. This position offers a substantial salary package ranging from $200,000 to $950,000 annually, based in San Diego.
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Position Requirements
10+ Years work experience
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