wealth enhancement groupWalnut Creek, CA
Senior Wealth Advisor & Planning Leader — Equity Eligible
$125,000 to $150,000
Apply →Senior Wealth Advisor & Planning Leader — Equity Eligible
Senior Wealth Advisor & Planning Leader — Equity Eligible
wealth enhancement groupWalnut Creek, CA
yesterday
$125,000 to $150,000
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role →Wealth Enhancement Group is seeking a VP Financial Advisor to join our Walnut Creek, CA team. The role focuses on managing existing client relationships, guiding comprehensive financial planning, and growing the client base through referrals and prospecting. This senior position participates in equity programs and aligns with WEG's planning-based standards. The base salary ranges from $125,000 to $150,000, with eligibility for commissions, bonuses, and benefits.
Also on the board Same function, level within a rung
Level
Senior
Salary
$125,000 to $150,000
Location
Walnut Creek, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday