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wealth management jobs in napa, ca

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  • Financial Advisor - 10 Years Required

    Bedell Frazier —Walnut Creek, CA

    Proven ability to develop new relationships and convert prospective clients. Clearly communicate investment strategies and financial planning recommendations on…

    $135,000 - $175,000 a year

    Quick Apply

  • Pollak & Pollak Wealth Management —Orinda, CA

    Ability to obtain securities licensing (Series 7, Series 66) and state insurance. Initiate scheduling calls to clients and prospects; manage calendars…

    $65,000 - $100,000 a year

    Quick Apply

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  • Bankers Life —Columbus, OH

    Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…

    $50,000 - $80,000 a year

    Quick Apply

  • WealthBridge Financial Group —Dublin, OH

    You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.

    $100,000 - $150,000 a year

    Quick Apply

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