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Financial Consultant - Client Wealth; Hybrid
Job in
Monterey, Monterey County, California, 93941, USA
Listed on 2026-01-15
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Monterey, CA is seeking a Financial Consultant to engage face-to-face with clients, offering personalized planning and guidance. You will be part of a stable team that supports professional growth and empowers you to provide comprehensive investment solutions tailored to client needs. Candidates should possess FINRA Series 7 & 63 licenses, with the ability to acquire Series 65/66 if not already obtained.
The position offers a competitive salary, excellent training opportunities, and comprehensive benefits.
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