Strategic Wealth Solutions Advisor
Job in
Concord, Contra Costa County, California, 94527, USA
Listed on 2026-09-04
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Jobtailor is seeking a financial professional to provide comprehensive financial guidance and customized solutions to clients in California. The role involves triaging client leads, building financial plans using brokerage products, and meeting with clients to review goals.
Applicants should hold Series 7 & 66 or Series 63 & 65, with a preference for CFP/CRPC designations and insurance licenses. Training and licensing are required as part of the onboarding process.
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