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Financial Planning & Investment Advisor
Job in
Burbank, Los Angeles County, California, 91520, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor is seeking a dedicated financial professional to advise clients and develop tailored financial plans in California. The role emphasizes meeting with clients, reviewing goals, and recommending brokerage products to help achieve retirement and investment objectives.
Ideal candidates will have Series 7 and 66 licenses and at least one year of experience in investments and financial services, with strong computer skills and a willingness to pursue CFP/CRPC designations.
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