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Job description
A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships. This role offers a competitive base salary, performance-based compensation, and potential equity ownership. Join a collaborative team dedicated to delivering high-quality client experiences in a growth-oriented environment.
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Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.