Senior Wealth Advisor at The Vantage Talent Group | Rozgoo | Rozgoo

The Vantage Talent Group

Vernon, CA · On-site · Full-time

Senior Wealth Advisor

Posted 25 days ago

Location: Vernon, CA
Work mode: On-site
Employment: Full-time
Experience: Senior · 5+ yrs
Education: bachelor's

About the role

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Join an established wealth management practice and play a key role in its next chapter. Our client is a well-established wealth management practice in Vernon, BC , seeking an experienced Senior Wealth Advisor as part of a planned succession. The successful candidate will join an experienced team and develop long-term relationships with high-net-worth individuals, families, and business owners. The Role Working alongside an established Senior Wealth Advisor and support team, you'll provide sophi…

Requirements

5+ years experience in wealth management
Bachelor's degree
Strong client relationship skills

Skills

wealth management
client relationship management
financial advising
high-net-worth clients
succession planning
team collaboration

About the company

The Vantage Talent Group

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated 8 days ago.

The Vantage Talent Group

Senior Wealth Advisor