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Financial Planning Advisor — Client Strategy & Investments
Job in
Fresno, Fresno County, California, 93650, USA
Listed on 2026-06-18
Listing for:
FPA of Charlotte
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
FPA of Charlotte is seeking a dedicated Financial Advisor in Fresno, California. In this full-time position, you will provide financial planning and investment management, directly managing client relationships while collaborating with senior advisors.
The ideal candidate has a 4-year degree, 2+ years of advisory experience, and proficiency in financial planning software. A competitive salary range of $70,000 - $95,000 plus incentives is offered along with health insurance and professional development assistance.
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