Financial Solutions Advisor providing tailored financial advice and investment solutions. Responsible for building financial plans and meeting client investment goals across various locations in California.
Responsibilities
Providing comprehensive advice and customized solutions to clients
Triage client leads and make referrals to business partners
Meet with clients to review financial and investment goals
Requirements
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
At least one year experience in the investments industry
At least one year experience working in the financial service industry
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