A leading financial services firm in California is seeking a Senior Advisor to manage top clients and drive business development. The ideal candidate will have a bachelor's degree in finance and a CFP certification, with at least 10 years of experience. Responsibilities include overseeing client reviews, mentoring staff, and ensuring compliance. This role emphasizes diverse perspectives, fostering an inclusive workplace, and offering generous employee benefits, including health coverage and 401k matching.
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Senior Wealth Advisor: Lead, Grow & Mentor Top Clients in carlsbad at Unknown Company
This position is listed as full time and onsite.