Wealth Management Advisor: Grow Clients' Financial Futures

A leading financial services company in Palo Alto seeks a Wealth Management Advisor to partner with affluent clients, identifying their financial goals and developing tailored financial solutions. Candidates should possess a university degree, and ideally 5+ years of relevant experience in managing a book of business. Successful applicants will demonstrate strong client relationship management skills and may need to obtain necessary licenses within 120 days of hire. This is an excellent opportunity to make a significant impact on clients' financial futures. #J-18808-Ljbffr