Strategic Financial Advisor & Wealth Planner
Job in
Long Beach, Los Angeles County, California, 90899, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Services
Job Description & How to Apply Below
Jobtailor, based in Long Beach, CA, seeks a seasoned financial professional to provide comprehensive planning and advisory services. You will collaborate across teams to deliver tailored banking solutions, identify client needs, and drive sales of managed products and fee-based services.
The role requires licenses, strong financial industry knowledge, and experience with deposits, loans, including mortgages, to support client outcomes and strategic initiatives.
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