Wealth Advisor for High-Net-Worth Clients
California Bank & Trust
California Bank & Trust seeks a Wealth Advisor to build and manage wealth relationships in the greater San Diego marketplace. You will deliver strategic financial planning, investment management, and risk protection while educating clients on suitable wealth solutions. Collaborate with a team of bankers to deliver comprehensive services and foster high-net-worth client relationships. Role requires relevant licenses and CFP preferred. #J-18808-Ljbffr
Vacancy posted 1 day ago
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