Executive Wealth Advisor — Lead Top Clients & Growth
CivicMinds, Inc
CivicMinds, Inc is looking for accomplished Executive Wealth Advisors in California. The role includes managing high-value clients and focusing on business development. Responsibilities involve meeting clients, overseeing advisor reviews, and collaborating on marketing strategies. Candidates should have a bachelor's degree in finance or related fields, with CFP certification valued. The company offers generous support for continuing education and pays 100% of employee premiums for Health, Dental & Vision Coverage. #J-18808-Ljbffr CivicMinds, Inc
Vacancy posted 3 days ago
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