Full time
CyberCoders
San Diego, CA, USA
JobTitle: Wealth Manager/Senior Wealth Manager - CFP needed Location: Beverly Hills and San Diego- hybrid schedule Salary: $145k-$185k depending on experience Requirement: 5+ years of experience Perks: 401k, vacation, paid holidays, health insurance, 25% bonus plan. Position Overview We are a boutique wealth management group with offices in LA, San Diego and Baton Rouge. Due to our continued growth, we are looking to hire qualified and certified Wealth Managers. The Wealth Manager (or Senior WM) will be responsible for providing personalized financial planning and wealth management services to high-net-worth clients. This role involves developing and implementing comprehensive financial strategies that align with clients' goals and aspirations, while also managing their investment portfolios effectively. Key Responsibilities Develop and maintain strong relationships with high-net-worth clients to understand their financial needs and goals. Create and...