PowerToFly
Senior Wealth Advisor: Growth & Planning Leader
PowerToFly, Huntington Beach, California, us, 92615
A leading financial services firm is seeking a Wealth Relationship Advisor in Huntington Beach. The role involves building and deepening client relationships through financial planning and advice. Candidates must have 5-8 years of experience in a sales role, strong analytical skills, and the ability to engage with clients effectively. The firm offers competitive benefits including medical and wellness programs, and opportunities for professional growth.
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