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Strategic Wealth Advisor — Clients & Planning

Job in Costa Mesa, Orange County, California, 92626, USA
Listing for: Goldbook-Financial
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 51000 USD Yearly USD 51000.00 YEAR
Job Description & How to Apply Below
Position: Strategic Wealth Advisor — Grow Clients & Planning

Goldbook-Financial in Costa Mesa, CA is seeking candidates for a financial planning role aimed at cultivating client relationships and delivering comprehensive financial services. Ideal candidates should have a 4-year degree and experience in Financial Services or Insurance. The compensation varies significantly based on performance, ranging from $51,000 to over $320,000 annually.

Benefits include health, dental insurance, 401(k) matching, and professional development support. A passion for business development and strong interpersonal skills are essential to elevate your career.

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