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Wealth Advisor - CFP-Certified, Client Growth & Planning

Morton Wealth

Morton Wealth in California is seeking a Wealth Advisor to join our independent RIA. You will provide investment and financial planning advice, design portfolios, and expand client relationships. The role emphasizes CFP standards, high ethical practice, and collaborative growth within a team. Competitive compensation, comprehensive retirement and health benefits, and clear career paths are offered. #J-18808-Ljbffr Morton Wealth

Vacancy posted 1 day ago
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