Onsite Financial Solutions Advisor – Tri Valley Market

Posted 2 hours ago

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About the role

  • 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

Benefits

  • Industry-leading benefits
  • Access to paid time off
  • Resources and support for employee well-being

Job title

Financial Solutions Advisor – Tri Valley Market

Job type

Experience level

Junior

Salary

$70,000 - $80,000 per year

Degree requirement

High School Diploma

Location requirements

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