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Financial Planner - Clients Reach Goals; Eligible
Job in
Fresno, Fresno County, California, 93650, USA
Listed on 2026-03-06
Listing for:
Advisor Group
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A financial services firm is seeking a Finance Professional in Fresno, CA. The role involves preparing investment reports, meeting clients to discuss financial goals, and assisting in client performance meetings. Candidates should have a Bachelor’s Degree or equivalent, relevant licenses (FINRA Series 7 and 66 or CFP designation), and strong communication and analytical skills. This full-time position offers a competitive salary ranging from $80K to $90K, plus bonus opportunities and additional benefits.
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