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Wealth Advisor: Close Warm Leads, Grow Impact

BrokerHunter, Calabasas, CA, United States


A wealth management platform in Calabasas is seeking a polished, client-facing Financial Advisor. The role involves converting warm leads into advisory relationships, conducting financial planning sessions, and collaborating with a team during a leadership transition. Ideal candidates will have communication skills, experience in wealth management, and the ability to build trust quickly. This position offers a competitive base salary and potential for bonus and commission based on growth. #J-18808-Ljbffr