A leading financial services company in California is seeking a Senior Wealth Advisor to provide exceptional client experiences and drive sales. The successful candidate will lead marketing and sales initiatives, engage with clients to assess needs, and manage accounts efficiently. With 10 years of sales and financial products experience required and a Bachelor's degree, this role offers a competitive salary ranging from $180,000 to $280,000. Join a collaborative environment to influence growth strategies.
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Senior Wealth Advisor • San Francisco, California, United States