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Financial Consultant Financial Sales

Financial Advisor: Wealth Planning & Investment Solutions

Job in Fresno, Fresno County, California, 93650, USA
Listing for: TradeJobsWorkforce
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services company in Fresno is seeking a Financial Advisor to serve clients with tailored financial solutions. The role involves advising on investments and insurance, meeting defined sales goals while ensuring compliance with regulatory standards. Ideal candidates should possess strong sales and customer management skills, along with experience in financial planning, to foster relationships and successfully grow their assigned book of business.

This position is key to enhancing customer investment needs and maintaining the company's compliance framework.
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