Hybrid Financial Advisor - Holistic Planning & Growth

Golden Summit Wealth & Insurance Solutions is seeking a full-time Financial Advisor in Walnut Creek, CA. This hybrid role involves developing personalized financial plans, providing investment and retirement planning advice, and maintaining strong client relationships. Ideal candidates will have expertise in Financial Planning, excellent interpersonal skills, and relevant certifications (CFP, CFA, or Series 7). A passion for client service and strategic thinking are essential for this role.
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