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Wealth Advisor High-Net-Worth Clients
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-01-24
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A wealth management advisory firm located in Walnut Creek, CA, is seeking a Wealth Advisor to provide comprehensive service to clients and assist in developing new business through leads. Candidates should possess a degree in a business-related field and Series 65 or equivalent, along with a minimum of 2 years in relationship management. The role offers a competitive salary, unlimited PTO, flexible schedules, and comprehensive benefits aimed at supporting employee health and financial well-being.
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