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Wealth Advisor Development Program – Client Book
Job in
Napa, Napa County, California, 94559, USA
Listed on 2026-06-12
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A leading wealth management firm is seeking a Financial Advisor to engage with high-net worth individuals, assess their financial needs, and deliver tailored investment recommendations. The ideal candidate will hold Series 7 & 66 licenses and have experience in the financial services or sales sectors. This role requires strong interpersonal skills and a proven ability to develop a client base through networking.
Competitive salary and comprehensive training provided.
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