Wealth Strategy Specialist | Tax-Advantaged Solutions
$130k - $160kAllspring Global Investments
A financial services firm is seeking a Wealth Specialist in Walnut Creek, CA. This role emphasizes expanding customized investment solutions within wealth management. The ideal candidate has strong investment knowledge, a background in sales, and the ability to build relationships with financial advisors. Responsibilities include promoting investment solutions and collaborating with regional leaders. Candidates must possess necessary FINRA exams and be authorized to work in the US without sponsorship. The salary ranges from $130,000 to $160,000, reflecting experience and role performance. #J-18808-Ljbffr Allspring Global Investments
Vacancy posted 1 day ago
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