×
Register Here to Apply for Jobs or Post Jobs. X

Wealth Manager: Client Strategy

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Equitable Advisors
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Manager: Client Strategy & Growth
A financial advisory firm located in Walnut Creek, California, is seeking individuals passionate about helping clients achieve financial wellness. The role includes building client relationships, devising personalized financial strategies, and consulting on tailored financial products. Candidates must have a Bachelor's degree or equivalent experience and be licensed for financial services. The position requires in-office presence and offers training opportunities for career development, including mentorship and financial stability in the initial years.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary