Client-Focused Financial Solutions Advisor

A leading financial institution in California is seeking a Financial Advisor responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves building financial plans, managing referrals to business partners, and ensuring compliance with SAFE Act registration. Candidates must possess Series 7 & 66 licenses and have industry experience in investments and sales. This position offers a dynamic work environment focused on client engagement, growth, and success. #J-18808-Ljbffr