Exencial Wealth Advisors Jobs

Exencial Wealth Advisors

OKLAHOMA CITY, OK | 66 followers

Exencial Wealth Advisors Overview

WEBSITE exencialwealth.com
HEADQUARTERS OKLAHOMA CITY, OK
SIZE 50 - 100
FOUNDED 2003
CEO JOHN BURNS
TYPE Private
REVENUE $10M - $50M
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About Exencial Wealth Advisors

Exencial is a wealth management firm that offers financial, tax planning, portfolio management and executive compensation services.

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Wealth Management Advisor at Exencial Wealth Advisors

Los Angeles, CA | Full Time
$68k-98k (estimate)
4 Months Ago
JOB DESCRIPTION. Manage and strengthen relationships within an existing book of business. This role requires maintaining proactive, professional communication with clients to ensure an excellent client experience. The ideal candidate will also maintain a high standard of c. ompliance in all aspects of the business. . DESCRIPTION. Ensure consistent delivery of high quality service on the team to meet or exceed client expectations and service stand...

Wealth Management Advisor at Exencial Wealth Advisors

San Francisco, CA | Full Time
$77k-110k (estimate)
4 Months Ago
JOB DESCRIPTION. Manage and strengthen relationships within an existing book of business. This role requires maintaining proactive, professional communication with clients to ensure an excellent client experience. The ideal candidate will also maintain a high standard of c. ompliance in all aspects of the business. . DESCRIPTION. Ensure consistent delivery of high quality service on the team to meet or exceed client expectations and service stand...
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