About this role
Wealth Advisor at Ci. Location: Newport Beach, California, United States. Role: Develop business, Manage client, Deliver strategy Requirements: Proven 8+ years in wealth management with high-net-worth client experience; strong business development, client acquisition, and relationship management; CFA/CFP/CPA/JD/MBA or equivalent; Bachelor's in Finance/Economics; excellent communication and collaboration. Category: Business Development Seniority: Senior Level Certifications: cfa, cfp, cpa, jd, mba Commitment: Full Time Workplace: Onsite Languages: English