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Financial Consultant

Mass Affluent Premier Relationship Advisor

Job in Modesto, Stanislaus County, California, 95351, USA
Listing for: Hispanic Alliance for Career Enhancement
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 63300 - 117200 USD Yearly USD 63300.00 117200.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Senior Premier Relationship Manager in Modesto, CA, to manage and grow a portfolio of mass affluent clients. This role requires 7+ years of experience in financial services and licenses such as SIE, Series 6, and Series 63. You'll be the primary contact for clients, providing comprehensive financial solutions and meeting sales targets. The position offers a competitive salary of $63,300.00 - $ and various benefits, contributing to a customer-centric financial planning approach.
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