Wealth Advisor: Strategic Planning for High‑Net-Worth Clients

A wealth management firm in California is seeking a Wealth Advisor to join their team. The ideal candidate will work directly with high net worth clients, delivering customized wealth plans that align with clients’ goals. This role demands 5+ years of relevant experience, a Bachelor’s degree, and professional certifications such as Series 65 or CFP. The firm offers a supportive culture emphasizing professional growth and work-life balance. #J-18808-Ljbffr