Wealth Advisor - Custom Plans for High-Net-Worth Clients
Mariner
A financial services firm in San Diego is seeking a Wealth Advisor to join their team. This role involves creating tailored financial plans, developing client relationships, and providing wealth management advice. Ideal candidates will have a Bachelor’s degree, Series 65, CFP or CFA certification, and at least 5 years of experience in financial planning. The firm is committed to professional growth and fostering a diverse culture with a strong focus on teamwork and community engagement. #J-18808-Ljbffr
Vacancy posted 23 hours ago
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