Fiduciary UHNW Wealth Advisor & Growth Strategist

Corient

  • Newport Beach, CA
  • 2 days ago

    Highlights

    Responsibilities include identifying and acquiring high-net-worth clients, providing tailored wealth solutions, and conducting regular portfolio reviews. A leading wealth management firm in Newport Beach is seeking an experienced Wealth Advisor to enhance client relationships and drive business growth.

    Numbers & Facts

    LocationNewport Beach, CA

    Description

    A leading wealth management firm in Newport Beach is seeking an experienced Wealth Advisor to enhance client relationships and drive business growth. Responsibilities include identifying and acquiring high-net-worth clients, providing tailored wealth solutions, and conducting regular portfolio reviews. The ideal candidate should have 8-10 years of experience in the financial services sector, exceptional communication skills, and relevant certifications. This is a chance to join a dynamic team and contribute to a firm focused on delivering exceptional service.#J-18808-Ljbffr

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