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Entry-Level Financial Advisor – Planning & Investments; Monrovia
Job in
Monrovia, Los Angeles County, California, 91017, USA
Listed on 2026-01-01
Listing for:
Herbert Financial Group
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial solutions provider is seeking a Financial Advisor for a full-time, on-site role in Monrovia, CA. The advisor will assess client financial needs, craft individualized financial plans, and provide guidance on investments and retirement strategies. Essential skills include Financial Planning, strong communication abilities, and knowledge of compliance regulations. Preferred qualifications include a Bachelor's degree in Finance or a related field and relevant certifications such as CFP or CFA.
This entry-level position offers a pathway into a rewarding finance career.
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