Vice President, Wealth Planner - Torrance, CA

What you’d do

Serve as a trusted adviser to high-net-worth clients, building personalized financial roadmaps and delivering integrated wealth planning and investment strategies, including wealth transfer and multigenerational planning. Full-time role in Torrance, CA. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Bachelor's degree preferred
• CFP preferred
• Active FINRA Series 7 & 66, or ability to acquire Series 66
• Insurance license required
• 5+ years financial services experience