Client-Focused Investment & Financial Planning Advisor
Job in
Antioch, Contra Costa County, California, 94531, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Jobtailor in the United States is seeking a client advisory professional to provide customized financial guidance and review investment goals with clients on a regular basis.
The role involves triaging leads, referring prospects to partners, and building tailored financial plans with brokerage product recommendations. A results-driven, relationship-focused candidate with licenses in Series 7 and 66 will thrive in this position.
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