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Senior Financial Advisor — Retirement & Investment Planning
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-16
Listing for:
Wescom Financial Services, LLC
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Wescom Financial Services, LLC in Marina, CA is seeking a Financial Advisor to meet with members, assess needs, and recommend long-term investment strategies including retirement planning and college funding. You will guide members toward appropriate products to achieve their financial goals.
You will also train branch staff on referrals and collaborate with management to develop plans that support investment objectives while staying compliant with FINRA, SEC and California insurance rules.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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