Senior Mass Affluent Advisor & Relationship Lead

A financial services organization is seeking a licensed advisor to manage a portfolio of mass affluent clients in San Lorenzo, California. This role involves uncovering financial needs, providing comprehensive solutions, and achieving sales targets. Candidates must possess several licenses including SIE, Series 6, 63, and 65, with a preference for Series 7 and 66. Strong communication, analytical, and sales skills are essential, alongside 4-6 years of relevant experience. The role offers a competitive salary ranging from $63,300 to $117,200 depending on experience and performance. #J-18808-Ljbffr