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Wealth Manager: Client Strategy
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-03-12
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
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.
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