Wealth Management Partner: Grow Client Relationships & Practice

A financial services company is seeking a Financial Consultant Partner in Sunnyvale, California. You will manage client relationships, support senior consultants, and develop business opportunities within an affluent wealth management practice. The ideal candidate holds relevant financial licenses, has a passion for client service, and thrives under mentorship. Competitive benefits include a 401(k) with matching, health insurance, and generous leave policies. #J-18808-Ljbffr