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Financial Consultant Financial Advisor

Senior Client-Relationship Financial Advisor

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Kestra Financial
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A respected financial services firm in California is seeking an experienced professional to enhance client relationships and provide exceptional financial planning. The ideal candidate will have a decade of client-facing experience, strong integrity, and a keen understanding of investment strategies. Responsibilities include managing client meetings, documenting interactions, and nurturing long-term connections. This dynamic role requires a proactive approach and meticulous attention to detail while promoting the financial well-being of clients.
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Position Requirements
10+ Years work experience
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