Open Trail Financial Consultants in Sonoma County is seeking an experienced Financial Advisor / Wealth Advisor to deliver comprehensive planning, relationship management, and investment guidance to affluent clients. The role emphasizes planning excellence, client service, and collaboration with the advisor team; business development is not a core requirement though networking and referrals are valued.
Candidates should have 3+ years in wealth management and strong communication skills, with
#J-18808-LjbffrWealth Advisor – Client-First Planning, Team-Driven in petaluma at Unknown Company
This position is listed as full time and onsite.