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Private Client Advisor - Wealth & Digital Guidance
Job in
Monterey, Monterey County, California, 93941, USA
Listed on 2026-06-02
Listing for:
Fairygodboss
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Fairygodboss is seeking a Financial Advisor in Monterey, California to build personalized investment solutions for clients. Candidates should have a minimum of 2 years in a financial advisory role and a strong commitment to client relationship management.
Key qualifications include valid Series 7 and Series 66 licenses, with a focus on educating clients about their investments. The position offers comprehensive benefits and aims to foster a culture of diversity and inclusion.
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