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Senior Wealth Advisor

Beverly Hills, CA
Posted 2 months ago

One of the Highest Rated Wealth Advisory companies in the industry is looking for a Senior Wealth Advisor to join their team in the Beverly Hills market.  The senior advisor will be working with the high-end, wealthy clients in and around the Beverly Hills market. No more prospecting or cold calling. 

Job details:

  • Existing high-end book of business
  • Full administrative support team
  • Existing marketing programs and a Business Development team to drive business to the firm
  • Salary negotiated based on experience plus bonus and revenue
  • CFP minimum required

Job Features

Job CategoryFinancial Advisor Opportunities

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