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Financial Advisor

Senior Wealth Advisor & Client-Lead – SF Bay Area

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Lenox Advisors
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Advisor
  • Insurance
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A premier wealth and insurance advisory firm is seeking a motivated Sales Professional in Walnut Creek, CA. The successful candidate will proactively develop client relationships while providing tailored insurance, asset, and estate management solutions. This role emphasizes strong interpersonal skills, a passion for client service, and a proactive approach to establishing and maintaining client loyalty. Training will be provided to obtain necessary licenses, with a collaborative team environment encouraging personal and professional growth.
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Position Requirements
10+ Years work experience
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