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Remote Private Client Risk Advisor for SoCal HNW

L5

incendia partnersSan Diego, CA5 days ago
Incendia Partners is seeking a Private Client Risk Advisor to grow and retain a high-net-worth client base. The role is remote with the candidate residing in Southern California and offers a salary range of $70-110K plus commission and bonus. You will develop relationships, present comprehensive risk solutions, and work with the Sales Manager and President to shape a personal excellence plan. This position emphasizes proactive client engagement and cross-functional collaboration.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

San Diego, CA

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

5 days ago

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