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Associate Advisor: Wealth Planning & Client Impact
Job in
Monterey, Monterey County, California, 93941, USA
Listed on 2026-06-18
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Retirement Resource Center, LLC. is looking for an Associate Advisor to join their team in Monterey, California. This position involves collaborating with Advisors to deliver comprehensive financial plans and ensuring exceptional client experiences.
The ideal candidate holds a Bachelor’s degree and CFP certification, with at least 3 years in financial planning or wealth management. A strong emphasis on organization, collaboration and client-first mindset is essential.
The firm promotes a values-driven culture focused on meaningful client relationships and professional growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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