Financial Planner: Investments, Insurance & Retirement
Job in
Manhattan Beach, Los Angeles County, California, 90266, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor in Manhattan Beach, CA, seeks a client-focused financial advisor to understand client goals and develop comprehensive plans covering investments, insurance, and retirement.
You will build trust with clients, monitor portfolios, and adjust strategies as needs evolve while expanding the client base through referrals and professional networks. Licensing sponsorship is available for Series 6, 63, and state insurance licenses.
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