A recruiting firm specializing in financial services is seeking a Wealth Advisor to manage client relationships and provide financial planning expertise in San Diego, CA. Ideal candidates will have a Bachelor’s degree and 5–10 years in wealth management, alongside necessary licenses. The role is on-site and focuses on high-net-worth clients, requiring strong communication and client relationship skills.
#J-18808-Ljbffr
#J-18808-Ljbffr
Senior Wealth Advisor for HNW Clients — San Diego in san diego at Unknown Company
This position is listed as full time and onsite.