Senior Wealth Advisor & Mentor High Net Worth Clients
Job in
Union City, Alameda County, California, 94587, USA
Listed on 2026-02-03
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm in Union City, California is seeking a Wealth Advisor to provide comprehensive wealth management to high net worth clients. Responsibilities include preparing customized financial plans, cultivating client relationships, and mentoring junior associates. Candidates should possess a Bachelor's degree, 5+ years of relevant experience, and a Series 65, CFP, or CFA designation. This position offers competitive pay ranging from $70,200 to $125,000 annually and a culture that supports professional growth.
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Position Requirements
10+ Years
work experience
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