Lead Wealth Advisor - (Santa Monica, CA)
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Posted 1 month ago
Santa Monica, CA Full time $100k - $200k Posted Today If you are a Sr. Wealth Advisor or Lead Advisor with $20+ million AUM, please read on! Based in Santa Monica, CA we are fast growing RIA firm focused on delivering services across wealth protection, risk management, financial planning, estate planning, charitable giving and a host of other services tailored to our clients unique needs. We are a nationally ranked fee-only RIA firm according to several financial publications and are growing now more than ever! Note: We have closed a very favorable capital partner deal which allows us to be highly competitive and flexible on charges for high net worth individuals and families. For thi ...
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From pure-jobs - 1 month ago