Associate Wealth Advisor

PT&C Group LLC · Goleta, CA

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About this role

Description Due to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage client relationships and actively participate in the advanced planning process to address investing, retirement, estate planning and tax planning. The Associate Wealth…

Excerpt only. The full posting is on the employer’s careers site.

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