Lead Private Wealth Advisor, Personal Strategy

Hispanic Alliance for Career Enhancement

Sacramento, CA

JOB DETAILS
SKILLS
Communication Skills, Customer Retention/Renewal, Financial Planning, Financial Services, High Net Worth, Management Strategy, Wealth Management
LOCATION
Sacramento, CA
POSTED
1 day ago

Hispanic Alliance for Career Enhancement in Sacramento is seeking a Senior Private Wealth Advisor to serve as the lead advisor for high-net-worth client households. This role involves delivering tailored financial advice and retaining clients' assets. The ideal candidate has 10+ years in financial services, strong communication skills, advanced knowledge in wealth management strategies, and a Bachelor's degree. The position offers a competitive salary, benefits, and growth opportunities in a supportive work environment.#J-18808-Ljbffr

About the Company

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Hispanic Alliance for Career Enhancement