Senior Wealth Advisor UHNW Planning
Job in
San Ramon, Contra Costa County, California, 94583, USA
Listed on 2026-01-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm located in San Ramon, California is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing personalized financial plans and cultivating client relationships. Ideal candidates will have at least 5 years of relevant experience, a Bachelor's degree, and mastery of financial planning software. The firm emphasizes professional growth and offers a supportive work culture, with competitive compensation ranging from $70,200 to $125,000 annually.
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Position Requirements
10+ Years
work experience
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