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Private Client Advisor: Wealth Strategy & Relationships
Job in
Azusa, Los Angeles County, California, 91702, USA
Listed on 2026-05-31
Listing for:
Fairygodboss
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Fairygodboss is looking for a Private Client Advisor in California to deliver personalized investment solutions while building strong client relationships. The role requires at least 2 years of financial advising experience and a deep understanding of the financial markets.
The ideal candidate will excel in client acquisition and be expected to provide comprehensive financial planning. Relevant licenses, including Series 7 and 66, are required or must be obtained upon hiring.
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